Ann: FY19 Results Presentation, page-32

The cross-sell opportunity had been there for the past 2 years. What had taken them so long to get video to become a possible offering to other teams? The big turn-off for me from yesterday's report is their attempt to hide the actual cashflow reduction of $20M across the year. I dislike Management that manipulates numbers to make the report nicer than it is. In fact, I also don't like Management to make announcements (e.g. the 1000 teams milestone) that has no impact on profitability at all so close to the annual report date. It's sort of prepping the audience for a disaster and trying to soften the blow..I'm sure between 16th August and 30 September, there are some cash payments to be made, and then, what happens to the "positive" cashflow?

Having said that, I have so far been making money from all my investments in CAT, so I have it to thank for. However, my big mistake was buying at $1 instead of $0.60...