The announcement was short of any meaningful detail which left us all confused.
I think that the reason neither the original nor the revised forecast include any Xperience sales is to ensure we are comparing apples with apples. But of course the announcement doesn't say that, so how the hell are we supposed to work it out.
My main point is that things are significantly better that we were left to believe - apart from perhaps our opinion of management
Ann: Update on expected revenue for H1, page-59
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