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Bilbo was taken back by the appearance of the dwarves...... he was flustered by their presence. Bilbo like planning and order, and their visit was anything but planned.
"Thank you!" said Bilbo with a gasp. It was not the correct thing to say, but they have begun to arrive had flustered him badly. He liked visitors, but he liked to know them before they arrived, and he preferred to ask them himself. He had a horrible thought that the cakes might run short, and then he-as the host: he knew his duty and stuck to it however painful-he might have to go without.