I've read the Bell Potter report. They haven't accepted any of the one-offs as being actual one-offs. They also been conservative in their estimated sales revenue for Q3 and Q4 rather than assuming Q2 conditions (or January's conditions) will continue.
And there is some remark about further consolidation on the buy side. I don't see how that is possible.. aren't there literally only 3 buyers left!?
I've read the Bell Potter report. They haven't accepted any of...
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