Ones off are extremely mess - this NZ contract has killed them You know its messy when there are multiple slides trying to articulate what it all means I hope the YVW contract is properly managed and they highly experienced managers on that - the LDs on that alone could cause serious issues in FY23/FY24 - think DECMIL outcomes or RCR (you know go broke!) $3m cash in the bank - its probably more than likely a further raise is possible (cannot be ruled out) All the goal posts keep moving - VIC 1 now mid CY24 for operational start - I cannot get my head around that There are errors in the slides - SA1 - FID now Q2 FY22 - mate FY22 is long gone
So much to unpack .... sigh
DEL Price at posting:
9.0¢ Sentiment: Buy Disclosure: Held
