over $1b revenue and more than 40% margin, page-16

Great to read all the enthusiasm.

Before the cc I said this company is too affected by sentiment. Its great to read all the positive sentiment at the moment but what has really changed sicne before the CC?

AS been promising sales contracts for a while. If we go back to what they have said about peak sales for Unifill around xmas it was something like 400 million (?) if all the known discussions resulted in contracts.

I fear that all this enthusiasm is wide of the mark. If UNS deliver on what is being discussed I will tip my hat as it is miles above anything they have committed to paper in a release the past 12-18 months.

For now I would be stoked if the contract is for 70million / year ramping up to that value for 2014.

What will be the market response if they have a Unifill contract for a 10 year contract at 70million a year? I woudl be stoked but seems under what the market is now expecting.