https://www.fnarena.com/index.php/2018/04/12/class-outlook-more-subdued/
FnArena have summarised current broker consensus
-UBS finds little evidence to support a large downgrade to future expectations
-Customer acquisition growth slows to lowest level in five years
-Wilsons suggests the valuation does not reflect margin pressures
Class being outclassed by BGL?, page-4
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