microequities conference presentation

Some really good stuff in this presentation, everyone should have a look.

Key highlights for me:
- estimated capex for fibre infrastructure in FY12 of $8.1 million makes the EBITDA guidance particularly impressive
- massive growth in revenue from fibre and ethernet, delivering on VOC's stated aim to move into this business
- very rapid growth in quarterly sales order volumes this financial year, strengthening diversity of revenue base
- less than 5% of current fibre utilised, providing massive profit leverage to future contracts on this infrastructure
- high margin fibre and ethernet business representing over half of the sales mix in Q3 this year.

The future looks bright indeed. Another global panic would be nice to add more at cheaper prices.