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Ann: Investor Presentation, page-4

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  1. 4,203 Posts.
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    A couple of curious things in the presentation:

    Optus:

    On Page 12 it says "Optus – Deployed 6 ZBM2s for Optus for mobile phone tower in environmentally sensitive Daintree rainforest" while on Page 12 it states for Optus that they have received initial orders but not yet completed Commercial Negotiations or Commercial Deployment.

    So either Optus Daintree hasn't actually been deployed, or there's a follow-on engagement with Optus separate from the Daintree?

    On Page 12, there's reference to "Telco infrastructure provider Australia" where initial orders have been placed. This is separate from Optus and is clearly potentially very good news! Assuming the orders placed are for a trial, since commercial negotiations are not yet complete

    On Page 12, the Thai Minigrid is stated as not yet deployed. But we know the batteries are at least installed since there are photos. I wonder what's holding up full deployment?
 
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