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  "authorName": "Ashtead Group",
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  "presentationDate": "2023-12-01 00:00:00",
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      "kind": "callout",
      "text": "THESE DYNAMICS ARE ALL TAILWINDS TO RENTAL PENETRATION AND WILL FAVOUR BIGGER BUSINESSES WITH BALANCE SHEET STRENGTH, ACCESS TO CAPITAL AND EXPERIENCE TO EXECUTE",
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      "text": "Half year results | 31 October 2023",
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      "text": "Dynamic: SUPPLY CHAIN CONSTRAINTS, INFLATION, SKILLED TRADE SCARCITY\nAnticipated duration: New normal, Longer lead times, Moderating – particularly in rental fleet, Foreseeable future\nCurrent environment: Supply chains improved from most constrained period, Long range fleet planning critical to ensure supply meets needs, Increased certainty over delivery commitments but longer lead times than pre-pandemic, OEMs looking to onshore Tier 1 supply chains, $17bn rental fleet, Manage pressures through scale and efficiencies, Increased rental rates required, Focus on people during good and tough times, Employment brand, Labour shortage results in projects taking longer",
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