Hello @Giose,
Verner has said publicly that previous management (insert; Tolga) gave away a lot of sensitive information during his tenure as MD. So it can be observed that Verner is very reluctant to release any information that is not strictly needed by the regulatory watchdogs. However, I don't agree with dropping a "shipping update" with only 13 days remaining in the quarter like was done last time, communicating a little earlier would help soften the blow limiting the loss of share holder value.
I can only think Aus Super is very supportive of the bare minimum announcement style as they have an investment horizon far exceeding that of ours.
BAM upgrade, page-53
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