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Ann: XTEK completes $7.1m of FY23 SUAS spare parts delivery, page-12

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    If I'm looking at the same video, at the 14 minute mark he confirms more than $82m this year (and yes an update coming in the next week or so on where they land) so it would appear they have met guidance.

    I guess as per my previous post, the major questions would be:
    - what's cash looking like and will they need to raise cash
    - what is FY2024 looking like (a couple of good contract over the last 18 mths, but can they maintain sales about 80m and be profitable on an ongoing basis)
    - what happen to that Technology division contract mentioned in the 1H23 investor update ("expects to provide an update on majornew multi year support order in Q4 FY23.")

    Their costs have really ramped up significantly.....from ~12.5m in FY2021, ~20.5m in FY2022 and based on 1H23 run rate you would assume ~28m for FY23, so the top line needs to stay at this 80-100m level per annum to support that cost base (unless they can quickly cut back)
 
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