no it isnt. it wasnt a promise and its not in the revenue forecasts. keep to the facts
the deal hasnt been mentioned in 4 months and stock has gone 40c to 15c before the announcement - in part because market was pricing out any expectation of telstra-related revenues.
thats why panic sellers are late sellers - the market has already factored any Telstra revs out of the price. today is double counting
waste of space mentioning europe.
they should have held that good news back and released in a weeks time
think it possibly reflects that point DM mentioned previously about Australia being a mature market with relatively low energy cost sensitivities at this stage
europe, south/central america and africa are early adopters culturally because of higher sensitivity to either green solutions and/or daily energy price issues
