ASX cracking down on partnerships without revenue guidance I think came from GSW rather than BIG. Huge run up in SP on the back on partnership announcements including Amazon, followed by a huge institutional backed CR and then it all came crumbling down as the deals amounted to no revenue. It's a good thing and tbh I think DSE will benefit from that greatly in terms of smoother price appreciation as they grow revenue rather than rapid ramp ups and crashes. Silver lining.
Ann: Investor Presentation, page-51
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