Ann: FY21 Half Year Financial Results and Appendix 4D, page-5

It's much as expected. The business is in a net cash position (albeit largely assisted by the recent CR). Receivables have increased, as expected by the difference between reported revenue and receipts in the two most recent 4Cs. Once that

Biggest takeaway for me has been movement of inventories. It's clear that production is ramping up and that product is still moving at a reasonable clip, based on the below.

		31-Dec-20	Variance	30-Jun-20	Variance	30-Jun-19
1	Raw Material	$258,580	183%	$91,252	94%	$47,009
2	Work in Progress	$253,449	-15%	$299,637	41%	$212,889
3	Crops on Ground	$0	-100%	$6,710		$0
4		$512,029	29%	$397,599	53%	$259,898

As far as the business' need to communicate frequently, I'm indifferent as long as they're kicking goals and achieving what they say they'd do.