Still can't watch the presentation, but the SP action tells the story.
Fundamentals are still there but perhaps a lacklustre performance (slightly confusing/misleading by all accounts) and a lack of decisive news has reduced confidence.
Just a question of whether one wants to wait for a month or so (perhaps less).
Still a buy IMHO.
Cheers,
John S.
Still can't watch the presentation, but the SP action tells the...
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