Kristy Carr speaks with Tom Piotrowski from Commsec, page-26

Are you talking about the Q4 Activities report saying FY19 revenue was $51.3m (+179%) but the preliminary final report stated FY revenue to be $46.8m (+154%)?

They made a note (below) to explain the discrepancy between the figures used two weeks apart and the revenue they were going to state in FY19 will now be stated in FY20.

Other than that (which caused other numbers to change) the position between 2 weeks ago and now are pretty much the same - at least not to consider a drop from "very strong" to "very moderate".

"Management Note: A difference of $4.5 million has arisen between the gross revenue reported in the Appendix 4C (announced on 29 July 2019) and the Appendix 4E. This amount relates to the technical accounting treatment of a customer contract under the new revenue standard AASB15 Revenue from Contracts with Customers. Whilst control of the products in the contract was transferred prior to 30 June 2019 and is considered legally enforceable, the revenue attributable to this contract is only recognisable upon the receipt of cash from the customer. Management therefore elected to take a conservative approach for statutory reporting purposes and has deferred the revenue attributable to this contract ($4.5 million), recognising it in early FY20."