Upcoming half year results, page-17

@Rothbard
yes I saw that- I assumed they were being conservative.
the rental fleet had revenue of 1m for the half growing 30% half on half- likely to be about 1.4m the next half.
I think this is a multi-year story playing out- margins are going up, there is more differentiated rather than commoditized product being developed and they are generating significant FCF. If next half is weak, it might be a good opportunity to add given I am underweight here.