Noting the Tanarra piece on Lendlease, specifically, the 3 key observations tabled below, about why they’ve underperformed quite so dramatically.
Looking forward, this is more or less exactly why we like it, from here.
No longer haemorrhaging cash, and COVID in the review mirror, is sufficient for an improved set of outcomes, let alone actually growing the business.
Not one for the faint-hearted, perhaps, but LLC has a reasonable chance of a better decade ahead, than the one just gone.
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