The update they provided in the 1H24 investor presentation was...

The update they provided in the 1H24 investor presentation was very good - clear visibility around what they would do in 2H and it does seem like they managed to achieve that result

I suspect that part of that was a result of Mark putting his foot down after the constant stream of getting little order every so often which did not give a wholistic view of how the company was doing......what would be good is if they can provide clear visibility around what their run rate is (at least on ballistics) and also an indication of what FY25 guidance looks like (again using some weighted pipeline for those orders they don't have on hand).