Ann: FY18 Results Announcement, page-82

Anyone have any insight into why the company is pushing ahead with a P2 now?
I really hate the idea based on how much of a drag C1 & P1 have been. Especially at this stage of growth.

Does anyone have any insight into the Mining / Oil & Gas industries?
Did P1 miss an investment/renewal cycle? Are they unwilling to Colocate? Is this attitude changing?

I think the new Cable Systems ASC & INDIGO into Perth over time should provide some growth going forward. Plenty of capacity, but most importantly a massive reliability improvement.

I really hate the idea of having so much capital deployed doing nothing or in reality taking away from earnings. S3, M3, P2, C1, Construction of P2.
I think S2 was late and undersized. I could forgive one of those but not both together. Too bad S2 wasn't the S3 project.

What do people think of the application of the new Accounting standards?
Revenue's have previously been overstated by claiming the full Project Revenue Payment upfront, rather than over the life as it relates to the contract. This will change going forward.

Will also see Revenue fall from the 'other investments' category as they deploy cash (almost $6M in interest on Cash & Term Deposits last FY.

Would also be curious where we stand with Power Costs, has moved from ~10% (FY16), ~14% (FY17) to now ~18% (FY18), do we still have contracts that will roll over to higher prices?
i.e. at what % does the company forsee the cost stabilising?

Things are definitely going to start looking worse before getting better. Really going to need major contract signings to maintain/boost sentiment over next 12 months imo.