On re-reading the announcements it is not clear whether the "invoicing delays" refer to during the previous quarter (Q2) or were delayed past the quarter end.
For the HY1 revenue to be affected (i.e. underwhelming) the invoices had to be delayed into Q3.
Anyway, the price action and lack of buyers suggests the latter.
I'm holding either way as the business is growing strongly and efficiently, the only decision is at what price I'll start topping up again.
On re-reading the announcements it is not clear whether the...
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