DD has stated multiple times that they believe the Optus deal...

DD has stated multiple times that they believe the Optus deal isn't going to happen, and suggests that's the reason the SP has dropped so far in the last month. Also making it very clear how much the SP will increase if the BAFO is awarded.
If/when we land the contract, would expect the SP to go well beyond the 5's then, as DD suggests optus doubts are the reason for the current SP.

All previous updates have been nothing but positive progress, towards this final stage of negotiations. I can't see anything to suggest anything but a big contract, after years of time and investment from both parties, and of course, the Singtel/Optus GSMA.

So, I would be buying up whatever I could at current prices, knowing how much higher DD suggests the price could be, based on optus doubts vs. contract confirmation.
If the price was hovering in the low 5's with contract progress.. now high 3's with DD's supposed doubts (let's ignore the obvious 1.5m 4.3 stacked sell, and the dodgy bot sells that appear after open)..
Maybe DD is expecting 7c+?

Then we have this..

“We’ve also made significant progress with other Tier 1 CSPs globally. In Europe, we’re negotiating a strategic development relationship with a major CSP, which, if agreed, would initially include two potential Proofs of Concept for our CogVoice AI technology in FY 2025. In North America, we’re advancing discussions for deploying specific ‘agentic enabling infrastructure’ within a leading Tier 1 CSP’s network"

Optus would be triple the size of Spark
MAJOR Euro CSP would be at least triple the size of Optus
As would US......

If we soon see PoC's with these, NOR SP will be flying

..working with Microsoft
Not hard to see where this is heading

All my opinion