Advice from Dave is that "the Telstra deal is not the potential global deal we mentioned in the last investor desk. Likewise the UK opportunity" (emphasis mine).
So, I guess that clears that up.
However, the global deal is still "potential" and not a "done" deal at this point in time. But it's nice to know, that as positive as the Telstra announcement is, they're still trying to reel in a bigger fish.
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