Less than 3 months to go in FY22 and we still have no guidance...

Less than 3 months to go in FY22 and we still have no guidance on yearly figures

These are very uncertain times, just like was stated in the update....issues with everything
especially supply side...this is not getting any better

Now IMO we are starting to see issues with demand, like I said, strip those purchases that
were related to the huge flood events across the east coast out, and what would the figures
be....alot less than that 11% figure

Covid has made it pretty near impossible to get a real grasp of what is going on, but things
are tightening up...no more covid handouts, higher fuel and now interest rates, yes they have
been on the cards for a while, but this is only the start

We know how hard it is getting to source even the smallest part coming out of China, this
ongoing lockdown is just making a hard situation for manufacturers even harder

The PE of 13 and 5.2% yield are very attractive, but from my readings of the tea leaves
of what is about to hit the world and we in Australia with our high household debt levels may even
be hit worse the other countries. IMO that yield and PE will decrease dramatically if I am right

I could be wrong, it wouldnt be the first time, I am willing to lose $6k on 2000 JBH shares,
so if we get back to $55.20 I will be stopped out, my 3 other short positions are also doing well,
so maybe I am getting a bit cocky, or maybe I am in the zone...time will tell

cheers grant