Certainly a good theory as to why CCP has allowed ROC, asset turnover etc to run at much lower levels in the US. As I mentioned above, when asked about US yields the CEO told the analyst that FY25 was a good expectation for that to normalise. There is lots of upside in the US if similar metrics to Aus are achieved. If that combines with the Aus PDL business bottoming and returning to growth, it's off to the races again.
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