While I agree with your sentiment, it is clear from the newsletter that this is an extra $4m this year that is a recurring $4m p.a. not every two months, so plough is correct.
However if they can keep adding new contracts during the course of this year and next, and they are largely recurring contracts, then we will have an annuity style of sales each year which is a highly desirable outcome.
And just what has happened to the deals with the large chemical companies?
I feel like re-reading “IF” by Rudyard Kipling. If you can keep your head when all about you are losing theirs.....too much bad emotion at play now with AJX. Let it go.
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