Ann: Appendix 4C - quarterly and commentary, page-52

My take:


The quarterly speaks to 4 key issues

1) future locked in revenue of $22 million
2) a roll-out of the Digicel business model - surely at least one more telco to come in 2017
3) commencement of Parse revenue from Jan 2018
4) additional revenue possible any time from direct client wins like Thor

Given that we are at roughly $150 mill MC, does this = a rerate in the very near future????

IMO a resounding YES

20 + is nigh