Ann: 1H FY22 Results - Webcast Recording, page-88

Yea LT this should be fine, but the coming months could see further volatility.

The market has clearly recalibrated its expectations to something much more realistic for PNV, and it may not be done with that recalibration yet.

Management said in the 1H22 call that they don't expect to achieve record sales every month, but their revenues are becoming less lumpy and they have strong momentum.

But to achieve a cash flow positive 2H22, they will need to consistently grow sales revenue month on month.. or have extremely strong growth in some months to make up for any slow months.

I believe the share price will be much more sensitive to the downside than the upside in terms of revenue growth, simply because the ramifications associated with failure in the short term are much much greater than the rewards if they meet their objectives in the second half.

This is all when we look at PNV without considering external factors, which are extremely volatile.

I'm still looking for those suitcases of BTM being sent to the Ukraine/Russia... haven't spotted any yet. I'll keep looking.