a positive presentation overall. DT clearly felt like he had to dispel a few concerns and also seemed to be more measured in his comments (less hyperbole - esp regards the large supplier) which I think was the right thing to do by him.
Mike also brought a calming presence. not expecting any major share price movement in the back of this but Q3/4 23 should be the time to keep an eye out for.
GL
a positive presentation overall. DT clearly felt like he had to...
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