Why would any customer want to acknowledge that they're selling either a flammable product or one that previously contained poisonous crap? The space they're operating in doesn't allow much room for self-promotion and to be honest isn't all that sexy at the best of times.
Can you seriously say, looking at the revenue ramp up this year, that the company is failing. Do you discount all the commentary around customer pipelines and impending licence deals? Are you so put out of joint by a little delay in a fledgling disruptive business that you can only see storm clouds?
It's fine to be a contrarian, but to ignore progress when it's so obvious risks looking ignorant surely?
Ann: Appendix 4C - quarterly-AJX.AX, page-77
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