Of course the guidance was always going to change, it's a listed business and it has to be ongoing and accurate, also this guidance is critical for any funding/debt agreement they may be entering into, finally it would be extremely unusual for it to change to the upside given the integration challenges they have and we investors are all too familiar with. As @Quakers has said, at least we have now know we have Yellowcake, which is massive given the timing and Tier One status.
Of course the guidance was always going to change, it's a listed...
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