Fair enough, I’m inclined to think the announcement of 150m in...

Fair enough,
I’m inclined to think the announcement of 150m in payments in March and potential for 100m in June is reflective of a reasonable uptake. The quarterly spoke largely about growth.
I also think we are being very strategic with the uptake while we wait for the dw. Id hope for an increase in announcements after that. I’m told that they can’t just announce at will or update due to asic regulation. So we wait.
people are whinging both ways about communication. I saw many shareholders being very abusive towards Adrian and demanding that things are only communicated in the quarterly.

granted it’s difficult to say with 100% certainty anything. So you either believe or not at this stage. I don’t know where you get certainty from other than talking directly with the company and going off the reports. I’ve spoken with Adrian, I know others have and gain a lot of confidence from it, but the more cynical person would say, what else is he going to say.

Its not just spenda with sp troubles. The average nasdaq stock is down over 50%. Anything that’s not making a profit has been hammered.
give it a week. See what happens.