I can see that and agree, it all comes down to the impact of...

I can see that and agree, it all comes down to the impact of speedcast and the marketing campaign. But their overheads are low and they can tune the marketing spend as they please, so I think it's far from a foregone conclusion that they'll need a CR. Speculative, yes. But far from the most speculative bet you could take on the market.



My view on AussieSim is that while that revenue is always helpful, it's not material in the scheme and management focus on Speedcast and zipt V2.0 is much better spent. It can be another product to come and revisit in a while..

At the end of the day, +/-$100k this quarter isn't the story. The story is about the potential of speedcast, the takeup, and the potential of the marketing campaign.