I didn't see the presentation so perhaps Nick glossed over it, but the fact they've put slide 18 in there with all that detail deserves credit. This is the first presentation they've ever flagged the debt like that. A keen-eyed investor would probably pick up on it even if it wasn't stated, given infrastructure is over $500M versus a market cap of $156M, but it's good to see them being upfront, even showing the amortisation profile.
Slide 6 also looks very good. I think the presentation reads well, hopefully the quarterly backs it up.
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