Ann: Redflow and Optus Resiliency Initiative Announced, page-89

while I’m disappointed to not have had any dry powder to have jumped on this one, I think the company is in a very different place than when the price was 2.4c. Yes, it’s not a big enough order in itself to make the company profitable, but txhe downside has been de-risked enormously. Optus have tested the product in the Daintree, found it suitable, and rolled it out to 56 sites. Always had a niggling fear that they’d never break in to the Telco market, but that’s been smashed now by this announcement. Can’t see Optus letting it go under. This company either goes bust or makes it big, and the risk of it going bust now looks much reduced. Maybe the price will pull back somewhat - who knows - but surely not to 2.4c.
I agree there are big challenges ahead, though, so I still think we’re not going to see it skyrocket soon. You need two orders like this per month to even approach breaking even, and a lot more investment to expand production to service MW installations (and we’ve seen the quality issues when you get new people trying to build these things). Challenging, but exciting, times.