I dont believe the first tranche was paid before end of Sept, so will not show up in the upcoming 4c. So technically we would have the 50m for the whole Q, such information is relevant if your a new investor undertaking some assumptions to determine an intrinsic value.
The other onboarding may not have occurred in the Q too. The value or projected values change. Hence the undecided MC value and as most agencies appear inclined to rate as undervalued, one can presume factoring is to the negative. With some transparency we may well be better placed than today.
As someone already mentioned 12months ago we hit 28c and 12months later our SP is less despite all the progress, is this the information delivery or other factors, lm in the first camp, contrary to the other camp of, its ok.
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