Pockets A thorough study of the half year financials will signal...

Pockets
A thorough study of the half year financials will signal how borderline this is. The fact that they are now assessing all marketing expenses on ROI could imply 'cutting the cloth' or could signal a realisation that they are financially vulnerable.
It is probably best to wait for the financials before speculating on the extent of their predicament. You would have seen my earlier post highlighting a few 'what if's'. To my mind MBE has been fragile for some time now and may not be strong enough to withstand anymore headwinds.
Rokewa