I’m referring to the full $92 million national contract with NZTA, not the $5.2 million mobilisation phase that’s already been awarded and is currently underway. If you’ve been following the story properly, you’d know that ACE is already actively deploying cameras across Auckland and other regions, with job listings popping up in Christchurch, Wellington etc.. That’s your mobilisation.
The $92M is the commercial phase.. the long-term operational rollout, and it’s been flagged consistently by the company across investor presentations, media coverage, and formal communications. So if you’re going to make comments about price action or sentiment, at least make sure you’re across the actual investment thesis. This isn’t new or hidden information, you just need to read.
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