The test here is this: after reading the Q and A is there any answer that makes you say “wait that’s not what I was lead to believe.” Or “had I known that I wouldn’t have bought/sold”. For me the answer is no. At best there are folks here who made assumptions and may be surprised to find out their assumptions are incorrect. But we certainly were not mislead by anything Bud has told us.
These would be the types of revaluations that would get my attention and probably be what the ASX is checking on thanks to GSW and 1Page:
- Any contracts that were announced and later cancelled without a following notice.
- revenue guidance given without having any actual way to back up the numbers.
- contracts signed that are actually only trials
There’s no bombshells like that here. It’s nice that the ASX is looking out for us but let’s get back to investing!
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Ann: Response to ASX Aware Letter, page-30
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