I liked the way Richard - still relatively new to CFO-ship demonstrated a really clear and articulate grasp on the financial side of things, and the comfort between the two and the way the questions were answered so clearly by both he and Jules…
Eg when the query on whether they were still taking on fixed price contracts came up, the answer was yes, that in smaller contracts NRW had a historical strength in getting fixed price contracts right and - in smaller contracts - it would continue to rely on this historic expertise.
And the clarity that likely there are to be no more huge contracts coming till second half ‘24 but there are more contracts likely to be rolling in….
And so much more
I will wait to see if a transcript is published before embarking on any journeys into my often illegible ‘shorthand’ scrawls and the amateur recording ….
cheers : )
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