Chart, page-6570

To be clear, I don't disagree with your premise, but it pays to be extremely cautious with this one. The diligence phases and the contract and implementation times are very long and can be quite opaque, so it pays to be cautious and conservative almost to a fault. I'm still a strong supporter but at some point management need to consistently hit targets and deadlines and we need to see traction and momentum on a more consistent basis. I also found it very disappointing that after a (slight) pivot to higher margin SPS late last year/early this year the numbers there were poor. I'm sure sales are being made and there is lots in the pipeline, but some of that quicker turnaround product might not eventuate this year. Let's see if we can break even this year first. Building blocks......