Ann: Update and FY24 Guidance, page-22

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    Using oct 6th the guidance is very similar to expectations. You might knock off $50m D from DDH EBITDA guidance to get EBITA. Consolidated Cap ex down from 390 to 365 perhaps, but possibly DDH spent $25m prior to Oct. Analysts were expecting the G was conservative, and might still think that is the case.
 
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