I certainly agree the business is still immature and needs a lot...

I certainly agree the business is still immature and needs a lot to go right.

I had followed the fall from the $3 mark as definitely did not think it was worth that without a track record. The circumstance of COVID led the initial spectacular growth and as the sp dropped to the low $1 mark it became more interesting.

The new contracts and the revenue boost potentially obtained from them could be a catalyst for a sp rise but information of the current 6month performance is sketchy so difficult gage the annuity style revenue already captured to get a sense of the potential revenue boost. There is also no info on when revenue from the new contracts will start flowing.

There was no mention of the sales for the first quarter but the second quarter was ~$14m (again murky on the actual number as references sales and orders). Cash receipts may provide a clue the actual sales are down but that is guesswork. So to extrapolate on the guessing receivables were $8.6m at the end of jun2020 and the for the half $20.5m was received, meaning worse case revenue is $12m. Assuming 2020 is a good basis to then infer an EPS number it would be around 2.5c.

Not earth shattering but I will jump ship very quickly if either those metrics are missed.