Agree that the recent results are promising, but I imagine there is still trepidation in the market around the fact that there are only a small number of large contracts underpinning the recent revenue uplift- and these contracts are based on limited product offering. In this sector, where technology can change/improved so quickly, NTC will need to be able to demonstrate that revenue is being generated across a larger portfolio of products and contracts.
Happy to be proven wrong, but my understanding is that a huge percentage of revenue comes from only a couple of key products... am I wrong?
Ann: NTC FY18 Half Year Results, page-50
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