EXT excite technology services ltd

Charts, page-49

  1. 5,476 Posts.
    lightbulb Created with Sketch. 1025
    Agree with these points.

    Overall the interview was good but it was a kind of shoddy effort in so much as it was supposed to be a webinar, was supposed to have Bliim co-presenting and was supposed to have a link posted "in due course", not half an hour after it started.

    Interesting to hear Bryan acknowledge the lack of news flow and take it on the chin somewhat. He quoted $1 million as the minimum contract size required to announce through ASX- this is something I was not aware of, as in the past I have seen companies announce much smaller contracts- also often announcing contracts without any dollar values even attached and with only vague allusions to them maybe becoming material down the track.

    Hopefully something 'announcement worthy' comes from the above mentioned pipeline.

    Interesting to see Saba's ownership at over 11%. If anyone is incentivised to make this happen, it is him. Only caveat is that he would probably have a much longer term view than many holders.
 
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