Ann: Q3 FY2022 Trading Update, page-9

Totally agree and so hard to know what kind of margin is possible until we see results. Particularly now they've integrated with an existing solution to remove or reduce the upfront install/hardware cost (or at least can share cost of install across 2 components - fire & iq) that might make it easier to achieve solid margin. If it's simply software configuration cost to each new type of use, then may be higher for initial installs but would allow ava to reduce this cost over time as they build analysis experience (and build an intelligence moat to the offering, use learnings from one to benefit all). but again I'm totally guessing. Really need to get a feel for what the margin and potential TAM could be for better feel on future value of this.