Ann: Enterprise Sales Update, page-100

Hi Brett, Psalty and others attending the AGM later today

I am QLD based and cannot justify the expense and time for a Perth trip. Dissappointing that there is no webinar to cater for Investors who reside on the East Coast.

If the opportunity presents, would appreciate if you could seek the reassurance that both Pointerra & AWS have not in any way contributed to the problem as extensively reported ie customer program delays. Essentially, have they fulfilled their obligations throughout this period. Was the AWS expense blowout earlier this year related, in any way, in terms of the 'Fix'?

Also, would be nice to know what is or has happened with P,G & E. No mention of what used to be a 'flagship' customer in 2023 reports. Also, they no longer appear on the Pointerra website. Revenue impact ??

For the rest, you will no doubt extract what is important from today's event and thanks for that. Their decision to Pivot from ACV to ARR and then not declare an ARR number in the Q1 FY24 Quarterly will no doubt feature. SPIN artist to the fore !!

Take care and thank you.

Rokewa