Presentation dragged on and tried to cover too much ground imo. Started okay with Jose Crespo coming across particularly well, but CFO bumbling through his talk and licking his fingers to turn his pages in a rather yucky way made for a poor closing impression. The recorded version cuts off Andy on his umpteenth "by the way..." as if even the recording technicians had had enough. I think markets may be disappointed by lack of focus after the hype that there might be big news. They need to keep presentations to under an hour and take questions from the floor. Without questions it's not properly an analyst's event as billed.
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