The IP, technology and broader industry yes, the company, IMO, No.
You can wait for the 4c to see their cashburn. The September Quarterly is going to be worst. They'd have bugger all revenue from their modules to invoice and revenue from the tas DC is EBITDA not NPAT, there is a big difference, it won't be enough to even cover a wet patch on the overall company's expenses and outgoings.
I should have bailed when Macquarie Bailed over a year ago.
Ann: Ceasing to be a substantial holder, page-42
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