Ann: Quarterly Update and Appendix 4C - June 2023, page-22

Disappointing report , especially the lack of promotion and updates on what's happening. Esimgo have signed 3 big deals in the quarter. Airalo promoting themselves. Theres deals out there with esim taking off , especially airports. But frx is silence everywhere , the only listed esim player with the worst promotion

if you take out bonuses, pay rises and new hires it was the same result as last 1/4 on a cash flow basis. Data costs and marketing were down a lot. To match the loss of revenue

wish there was some commentary on why data sold for June was a lot higher than previously, especially reseller revenue which is deferred ? Data sold way higher, but no revenue increase?