I think it was a constructive discussion between @sell and I,...

I think it was a constructive discussion between @sell and I, and to the benefit of all shareholders the company has clarified the definition of backlog in their presentations. That's a real positive move and shows management are listening to their shareholders and are looking to help us all better understand the business.

It does look like they've picked up some early momentum in October to be able to reiterate guidance. For a heavily COVID impacted year, they've done what other companies haven't.. and that is issue some sort of revenue guidance, and then look to meet it or at worst miss it by a little. I am invested in other companies that have decided not to provide any revenue guidance and prefer to leave shareholders in the dark most of the time... so that makes me appreciate the little things this management team are doing right, and not to take it for granted.

Another thing to note is that cash burn for the quarter was surprisingly low... only -$2m in operating cash outflows.. again from a cash flow perspective, the trend is looking healthy.

Overall a solid update.. a lot better than I expected.