Re: page 12: Optus, I think the structure of that table is intended to be progressive. i.e.
1. Initial Customer Engagement: RFX is talking to the customer. 2. Initial Orders: the customer places some small orders with corresponding deployment; see this more as a trial 3. Commercial Negotiations: customer has been happy with performance of initial orders, negotiate contract for deployment in volume 4. Commercial Deployment: deployment in volume
So 6 ZBMs for a setup in the Daintree is nice but ultimately we want to be doing many more towers with Optus.
RFX Price at posting:
5.0¢ Sentiment: Hold Disclosure: Not Held