You have agwright72 to thank for the following reports. [1] Yes....

You have agwright72 to thank for the following reports.

[1]
Yes. Great chats and a couple of drinks. He knows what is going on in his business, and what is going on here at HotCopper. I know where his priorities are, and how comfortable and happy he is with progress. Ask yourself if the CEOs of GetSwift or BigUn are offering inpromptu chats at the pub with shareholders...you answer should guide you to where your attention and hard-earned should go. The story continues to unfold in ways that could not have been anticipated. I'm sleeping well tonight.

[2]
For those that couldn't make it (and it was a quick catch up compared to previous meetings) here is a little more detail.

@Melways and @ajdm123 yes Dave was open and communicative, but as always careful not to divulge anything that would warrant an announcement. We actually joked about the fact that the ASX building was almost looking down on the rooftop terrace where we were sitting. However, the Aware letter situation was something that Dave and the company took extremely seriously.

Key discussion points:

Dave is happy with progress, and reiterated that material revenue from Ohm will show up in the next quarter as per previous announced guidance
Latin America and Europe continue to develop.
IoTWorld was successful, with more telcos coming in for discussions (and not just from the US even though it was held in San Diego)
Direct sales team continue to work on large sales opportunities...hotels, fast food chains etc. If one of these landed this would be considered material and announced. Long sales cycles here though.
Australian market is not where the big $ are, but is more advanced in building monitoring, so good for intel about what other bigger markets will want in the future
Carbon Offset as a Service will provide great point of difference and will be great for marketing
Team continues to grow, Digicel fine with staff moving across to Buddy
Ohm installation app continues to be tweaked
Telstra deal falling over has allowed them to focus on other Australian partners/distributors etc
No discussion about Parse numbers or data sales expectations
No discussion about Buddy Cloud numbers/sales
Focus is on achieving quarter on quarter double digit growth
SaskTel deal was considered big enough to be material and announce at the time, a similar deal now may be treated as not material enough.

We had a few drinks on the Buddy tab, but it was not the type of celebration that would show up as a material cost in the next quarterly...maybe at the AGM later in the year for those going