-2m in CC). While within range, the update was towards the lower end. But that's not enough, on it's own. Secondly, we've seen the momentum from the last 5 months unwind, so we are right back where we were in the middle of last year. (see below) I thin…","url":"https://www.strawman.com/forums/topic/10603","discussionUrl":"https://www.strawman.com/forums/topic/10603","author":{"@type":"Person","name":"matthew Smith","alternateName":"Scoonie","url":"https://www.strawman.com/members/Scoonie"},"isPartOf":{"@type":"WebSite","name":"Strawman","url":"https://www.strawman.com"},"description":"@Scoonie and @rh8178 I am also trying to understand the severe SP response on $ARX yesterday and today. I think there are two factors. First, FY revenue gu…","datePublished":"2025-01-30T12:25:19+11:00"}