Ann: Additional Commentary on Quarterly Report 4C Announcement, page-25

I hear what you're saying re payments in arrears etc for those extra 4,000 customers.

My point purely was that the 1st half sales equaled the Dec 31 customer numbers multiplied by the (average) amounts they provided from various sources. If you knew the Dec 31 (1H) customer numbers prior to the sales figures being released back then, you would have predicted sales far lower than what was reported for all the reasons you say above.

My assumption was just that if 1H sales = end of period customer numbers multiplied by $1300/10500 averages, there's a good chance 2H will be similar. As you say the $220k/GWh is now out of date so they're using this new metric. We don't know the expected GWh for 2H


End of the day, only the company have all the facts & figures in front of them to make projections & they seem to be sticking to their $32m which would be a very respectable year on year rise.