What a complete bunch of bulls***. Gobbledegook masqueraded as informed analysis. What on earth does it mean from Macquarie. Here's the subtext, we know a2 has hit it out of the park, we know revenue will be through the roof, we know the discounting isn't sufficient to have impacted margins, so we are going to conjecture they won't be able to remove the discounting without a demand impact some undisclosed time in the future. How is that for a load of codswallop from Macquarie. Their announcement didn't force the price down so they had to put some words around it !
Media Updates, page-3305
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