AGM trip, page-75

Just back from the AGM. Highlight for me was meeting Siv, Timbo and Carps (great to meet you guys and to be able to put faces to the names!). Great to have MB come over for a chat - he spent a good 10 minutes with the HC gang!

Nothing really new came out of the presentation - pehaps some clarity around some dates as mentioned above. The key message, which MB said he'd like us to takeaway from the meeting, was that "this really is just the beginning". You get the sense that he sees enourmous opportunity in how the company is strategically positioned in the market, and that he and the board are driving management very hard to make the most of this opportunity.