Ann: Appendix 4D and Interim Financial Report, page-2

  1. 113 Posts.
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    I won’t sugarcoat it—seeing PCP revenue decline is pretty disappointing. A company of this size should still be in high-growth mode, but that’s not what we’re seeing. BNDRY sounds somewhere between interesting to promising, but the communication around it doesn’t clearly explain the technology, its addressable market, or how to quantify its potential. I also expected more of an update on the JP Morgan litigation. I get that legal processes are slow and tedious, but some more clarity on where it is up to would be helpful. Still holding on because I want to see the litigation play out (let's be honest. this is becoming the only play on this one), but overall, I feel pretty underwhelmed.
 
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