I still think CS is trying to let us down gently for Q3 specifically emphasising seasonality now in 2 interviews. She is being kind and trying to let us all down gently.
I didn't like how she said all their growth is coming from existing customers. What if they stop buying this quarter? I think she is hinting at it in this interview and the Commsec one.
Market may use it as a reason to sell off on the day. Happy to be proven wrong in 2 weeks
I still think CS is trying to let us down gently for Q3...
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