TCB this is all post BIG / GSW - low profile and only announce once material / revenue producing - it doesn't give us the sugar fix we like but when they do land, we know its the real deal.
I cannot see how the this quarter and next cannot be huge - also for management to get their performance rights they have to have a steep lift in income. In addition they will need to rattle the tin in the new year so will need some serious runs on the board.
Thing we are due some updates.
Why sell upon this growth, page-6
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