I am not worried, all explained and transparent.
This quarter will play massive catch up.
They are burning sod all cash and will be back to cash flow positive - then it's just time until the big deals drop and layer on.
I always said this was a March quarter onwards story.
I don't think Dirk has mispromised since being in office - just still legacy from Nick Clarke days.
Well capitalised and some good supporters - the rest of the market will be happy to pay double the share price for a certain outlook.
Ann: Appendix 4C - quarterly, page-19
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