Ann: Quarterly Activities Report & Appendix 4C - Dec 2022, page-23

  1. 22 Posts.
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    as disappointed with current sp as anyone. distinct lack of market updates or any tangible info other than quarterly obligation, obvious lack of significant rev. growth, zero recent positive media, zero recent podcasts from the ceo, none of which paints a good picture.......however (and perhaps to my demise) i'm not convinced all is lost......

    quarterly positives
    still little bit of cash ...
    tier 1 APAC client showing increased usage with down stream adoption
    industry slowing and as such becoming more price conscious, as such efficiencies will be sort through digitisation
    prospects of further deployments in APAC
    prospects of american freight forwarder
    prospects of global manufacturer moving 1m containers (TEU)
    expectation of extension with maersk into last mile come march quarter ... now ?? can we expect a price sensitive market update when this extension occurs??

    am i delusional .... ? (door wide open here, let it rip)

 
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