I recall that they did have some 'deposit' from either the IMOD or the contractor onshore who was manufacturing/supplying the fibre, but yes a question for mgmt on where IMOD is and whether there is any possibility revenues recognised earlier needs to be written off
In terms of the 2Q result, somewhat underwhelming; I mean again the question of accelerated sales/rollout/installation of Aura IQ has not materialised and nor has any commentary around recurring revenues. The same question would apply on generating more recurring revenues from the security monitoring fibre optics
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