Some points of interest:
(1) Regarding the $US hedging, there is a mention of natural hedge by the CFO but a contradictory statement in the 19th November 2009 release saying that the $US fluctuation would negative impact revenues by a reasonable amount. So which is it?
(2) Regarding the HY10 results, their bottom line was impacted greatly by an increase in employee costs of over $1m. From the Annual General Meeting slides on 25/11/09, it's clear this increased cost is mainly attributed to the areas of sales staff (22 to 44) and product engineering (6 to 19) through the acquisitions of Call Direct and C10. Do we know how much of the Domestic revenue is attributed to these divisions? According to the slides, the combined FY10 estimate is 17% of total revenue. Throwing in Dynalink and NetAssure, the total becomes 24%. Are all these revenues ex-Telstra (I'm guessing Telstra makes up the bulk of the 3G Domestic Carrier revenue)?
(3) The MD owns 22.6m shares and is the single largest shareholder. It's just an interesting fact.
(4) Given the focus on Etislat and that orders only began flowing late in HY10, are we expecting to see a large increase in overseas 3G revenue for 2HFY10?
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