Ann: Release re FY17 Half Year Results, page-28

I'm not sure why everyone is so downbeat on the report...

• 1H17 as per trading update
• 2H17 guidance very strong and confident  
• worse case met consensus ....
• AUS market stabilizing
• US market impacted by temp transition but will be made up in 2H
• Daily usage growing
• 2H17 min guidance of 41m v 35.3m pcp and could be the best half year results for the company (fx not included)
• the stock is not heavily shorted (i wish it was)

yes 1H was terrible and there was no positive surprise however the confident guidance for the 2H is a major plus.