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Ann: Trading Halt, page-43

  1. 1,237 Posts.
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    Not sure if this will be more success in the Utilities space. Over the last 6 months, the narrative has IMO shifted somewhat from Utilities to the AEC opportunity and therefore would come as no surprise to see a first 'material' contracted success in this area. Similarly, it could be the the Transport & Logistics sector or even Defence, although Defence tends to require jumping many, many hurdles ahead of entry.

    If it is outside of the Utilities space, then a real positive towards building out multi point Revenue streams. If it is Utilies, then maybe we have a first sizeable 'full suite subscription' which is obviously the ultimate in becoming entrenched in a customer's business.

    Particularly interested in the length of contract. Would we prefer a 5 yr contract totalling USD 20 m or a 2 yr contract totalling USD 12 m. Food for thought.

    All said, our momentum is alive and well.

    Rokewa
 
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