I think the market is over distribution announcements and just wants to see conversion to revenue. Right or wrong, I think this is what they are waiting for.
Not sure why it is the best news. As I said in an earlier post, if DM outlined the commercial model for this deal then maybe the market would have responded differently. To me, all this announcement says is we have done a deal with a small Aust light bulb company, woopy doo. I have no doubt it is much bigger and better than this, but how would we know if we have no details?
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I think the market is over distribution announcements and just...
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