Ann: Coffee Microcaps Presentation, page-23

My valuation ex-IMOD going forward is around 40c...market jumping at shadows IMO...also interesting to see all the 'smart money' jumping on board Bevan Slattery's latest venture, Fibersense ahead of potential IPO..Fibersense uses telco fibre optic cables to detect vibrations (sound familiar?) ...to help manage critical infrastructure assets such as power grids, telco cables & water systems. AVA mgmt feedback in response to this news was that it is positive to see increased interest in the many applications for distributed fibre optic sensing. This just further highlights the value and growth potential of this business. No blue sky priced in here at all, just priced like a boring contractor, with little IP. Great to see management getting out and spreading the word. This company is still flying under the radar, IMHO. Nice to see buying interest today ...c340,000 traded at 40c by 10.01 this morning.