I continue to be surprised at the value of these contracts......AUD0.9m (=~USD 0.6m) for perimeter sensor equipment for 2 full airports (we must be talking about kilometers of fibre plus the systems including software to monitor the fibre plus perhaps adjacencies like other sensors/cameras/lights).
Given a half decent home security system would cost AUD5-10k, it seems somewhat cheap to me that the contract value is so low (perhaps this is just the fibre and then someone else installs and connects it, but I would have thought given the importance of security around an airport, the systems would be at least in the 7 figures)
At least they reconfirmed guidance.....still means that they need to book ~$26m in 2H25 to meet the lower end of growth plans
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