Ann: Half Year Update with Strong Business Performance, page-2

Solid report that. Commentary definitely more upbeat than previously. I'd think given we're already a few months into this half year they'd have a good idea as to how to play this report and whether a more sombre tone was required. So assuming no deterioration in macro conditions, I'm hoping for a bumper second half.

The headline revenue number was a little lower than I'd hoped, although suspect as indicated with larger deals, comes more lumpiness in revenue flows, another couple deals of that size in the next half and they're tracking nicely.

Business is generating cash, and building on its cash balance, even with the increase in sales force in the Asia business and Riyo support team. Would be great to see a couple complentary acquisitions this FY


Riyo progress looks great, definitely waiting to see how this unfolds over the next 6months, especially like the use of "world leading tech architecture". developing a market strategy which allows Riyo to go global - Strong channel partners and a white label solution they're now offering could see plenty of applications here.




Tems looks to have stabilised, hopefully should see this deliver good returns for the next couple years whilst Riyo and Asian revenues kick into action



Pretty good report all round, hopefully start seeing some of those investor roadshows and webinars increasing awareness in JCS story and boosting the $EV, which is still sub $10m


all IMO, DYOR etc...