Hedging my bets, page-19

Maybe she is the only one that can get the shit show on the road chot. Its obvious prior ramped up production to sacrifice quality with no respect for costings, plus ol mate did his job (so,so). That said she has slit throats, minimized a geographical spread, preferred retail for equity, quality then quantity as aus highlighted. So far her position is aligned with ongoing success and shareholders imo.
As some have mentioned the only thing i would enjoy atm is 2200+ production, the rest is going to be a shocker. Sales will be under although higher that previous mom, admin will be ridiculous. Nomura can clear the bonds (hopefully), tidy up the jv loan and receive another 90m for their trouble in 2017/18. (540m). LYC then avoids potential hardship on its market cap, 2016. Excess cash if blue skies can pay down Nomura/ buyback equity/ distribution.
Enjoy a profit if you get that feeling.