Ann: Investor Presentation for full year results, page-4

The board appears to have a lot of confidence in winning new contracts and increasing the volumes of existing ones. They stress their bespoke approach to giving the customer what they want, focussing on tier 1 businesses, where large volume contracts are most likely. The next big opportunity is BT/Openreach.

I think there is a big upside to to the FTTC contract as the NBN moves away from FTTN. And still lots of upside to the AT&T deal.

Revenue starting to crank up. Confidence in the SP, will only getting stronger, building over the next 6 months.

I think the presentation shows the company is setting itself for the future growth. I'm happy but still disappointed about the SP. More patience.