Things are very quiet here and with company announcements. Which...

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    Things are very quiet here and with company announcements.

    Which to me suggests they are not confident in forecasting a FY23 revenue guidance.

    I attended the FY Results webinar and there were a few Dorothy Dixer questions asked by Moelis to Management.

    One related to the lost customer/program that impacted revenues last FY.

    Rick stated the customer/program has returned at 'similar levels'.

    Previous quarter revenues:
    September 2021 revenue - $15.4M
    December 2021 revenue - $23.2M
    March 2022 revenue - $11.3M
    June 2022 revenue - $17.8M

    The September 4C should show we've paid out Syneos.

    The June 4C stated additional programs with Walmart was to go live Q1FY23.

    They need to demonstrate revenues from September at ~$20M to have a buffer to beat the FY23 revenue ($67.8M).

    Messaging from the December quarter stated cash positive position by mid CY22.
 
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