Ann: Completion of Limepay Acquisition, page-177

Hi SuperT,

Just to be a wet blanket, this from the 4c :

Key operational activities in the September quarter (Q1 FY25)
In the current quarter, the focus is on:
• Commercial launch of Capricorn DSD project: The 3rd milestone payment relates to the onboarding of the first
cohort of suppliers, expected in Q1 FY25, which will trigger the $100k per month SaaS Software Licensing fee.

So - Just saying- Don't be too confident there have been ANY fees paid YET. Just remember a couple of things: Timelines have never been hit (Unless for a CR). The current SAAS fees may not even have started yet

The above 4c statement can be read to say ' At the END of Q1FY25 the first ongoing SAAS payment might occur IF we have completed onboarding the first cohort of suppliers'

Some here will say I am stirring, but please I am just pointing out that @PharmD's posts are factually correct, also some here have IMO misinterpreted the anns to say that payment is guaranteed to have already started. I think if they had started this would be material and would have been announced. Might possibly even cause the SP to rise before the latest 4c comes out - but Nada

Just my 2 cents for better or worse

BTW, Lovely day in Krakow today. Very somber at Auschwitz and Birkenau (Sorry for my spelling, any errors are mine alone). Nice bubbly on river cruise and the Basilica has to been seen to be believed. Won't make it to the salt mines though, mores the pity. Off to Rome tomorrow!

Cheers,

Ballsup - by name and nature, IMO, NFA and as usual NFI


PS, I see Slasha is still a bully