brr interview Tue, 2 Sep 2014 10:30am - Anteo enters into additional agreement, page-49

I like to also be conservative so fair enough.
It will be interesting to see how the market reacts when the BBI deal becomes formalised. I actually disagree with you and think that the POC1 / GHC reveiling isnt necessarily what the market is waiting for.(although would be great) ATM ADO is cash flow negative and will stay that way until they sign with BBI. Once that occurs, I see the company as derisked and for someone who hadnt invested in ADO yet, when you research the business model you will see that new revenue on top of the BBI deal will have high profit margins so value will grow quickly.
I dont see POC1 being unveiled now until 2015. I have waited years already so whats one more!
Im also interested in the 6 'deals' before the end of the year and wonder whether these will be revenue generating from the outset or other MOU's which will take 12 months to come online like the BBI agreement.