Just had an opportunity to watch the webinar. Not much new info there, although some more clarity around how revenues are derived.
Two things I got from the webinar:
1. When the market sees the revenue from the 4C about to be reported, they will see the trajectory the company is on (paraphrasing). It would seem that the numbers may be better than we are expecting.
2. If we take Adrian at his word and we will reach breakeven by EOFY, and there are more similar deals which may or may not be announced, there is no doubt about the success of the company. It's just a matter of how big they'll become.
Looking forward to the replies here
Ann: Investor Webinar, page-35
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