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Ann: Investor Presentation - Quarterly Results, page-18

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26/10/23

16:36

Post #: 70558560
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Originally posted by ASXLabyrinth: ↑

There was a lot, but a brief summary would be multiple POCs expected to be finalised by end of calendar year, in particular one from the Aus DoD and one out of the US. It's been the most active Q1 in the companies history. Kurt continues to be tight knit with the team at Microsoft, talks happening every other day was the impression I got. Caught up with them in New York very very recently. Time will tell if something ever comes to fruition. Deals which used to take months now seem to be taking weeks, some cycles from initial concept to contract in place occurring in less than 30 days was a talking point. They also talked about the launch with Fujitsu and how it went really well and was an important milestone for the business. Again it's a shame there was no announcement regarding this. Huge focus on creating shareholder value by getting to CF+, reducing opex etc.

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Might as well spell this out, it has been in front of everyones faces but not many put the pieces together.

https://www.fujitsu.com/uk/Images/fujitsu-in-defence-and-national-security.pdf

AR9 Price at posting: 10.0¢ Sentiment: Buy Disclosure: Held
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