It is saying bulk will be delivered in first half of FY2023 (Financial Year) - this is July 2022 to December 2022 is it not? Or does it mean Full Year 2023 on a clendar basis?
Hence by Dec 2022 155,000 units should probably have been invoiced by the JV and shipped - I would hazard a guess the JV does not want to sit on them long so they will be in and out and in to retailers in mist cases. By June 2023 would be good to have 100,000 subscribers in operation. Which could looks something like 10,000 AUSNZ, 70,000 US/CAN and 20,000 UK/Nordic.
Ann: Record Half Year Revenue and More Than Doubling in NPAT, page-40
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