Good point! Maybe they are learning (a little) to manage expectations on the lead up to results. The guidance does also say that a further update is possible. So it could go below 23.5m.
"Due to the proximity of the end of the financial year, outcomes of some of the remaining shipments may still influence the forecast. A further change to the forecast is therefore possible, particularly given one of these shipments is a large shipment."
Ann: Wellard Update-WLD.AX, page-25
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