I was also at the AGM. CS smiled when the question about P1 and C1 was raised, (as if he knew it was his Achilles heel) He also mentioned that Govt contracts have a 3 year time time period, and I got the impression that C1 will likely grow and be filled quite quickly, once the new tenders come out. I agree on the P1 comment. Now that it has been raised at the AGM, we may see more focus from management on utilising those two pieces of infrastructure. A "watch and monitor" may need to be employed and if no significant change, then seeking some more answers at the AGM may be required.
I thought that CS did an excellent job in engaging with the shareholders. It was quite a different AGM, and that was good.
HT1
NXT Price at posting:
$3.27 Sentiment: Buy Disclosure: Held
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(20min delay)