To be very fair, the share price turned on its head. The...

To be very fair, the share price turned on its head. The underlying business performance never did.

The best investors can disengage share price performance from underlying business performance and take advantage of those who can't.

Those are significant holdings Luke, and I completely respect your investing style. Everyone has a different risk tolerance and investing style. Everyone also needs to come to their own investment decisions.

It is precisely because many people are in a similar situation to you, that the renewal of the GM contract will cause a significant price surge. Plenty of investors are sitting on the sidelines and will jump on this train once the "renewal" word is surfaced in an ASX price-sensitive announcement.

Of course, once the renewal risk is completely removed -- the lower the share price upside compared to today's levels. There is no major reward without some level of risk in life. Fortune favours the brave.

One final piece of the puzzle that might interest some here is that ad-hoc consulting works (i.e. product upgrades) for the GM product have already been approved with timelines that extend beyond the end date of the overall GM contract (August).

Cheers,

T.E.P.