Marc Falcone
Marc Falcone
add business fourth insurance operators start upside
In all likelihood, operators will start getting business interruption insurance in the fourth quarter, which would add upside to our forecasts.
assets key quarter quite results
The first quarter results were quite strong. All key assets were drivers.
above came expected messy results slightly
All-in, we expected a messy quarter, and results came in slightly above our expectations.
difficult people turn waiting
Is it just a spigot you turn on, the people are waiting and just turn up? It's difficult to say.