I thought the discussion was pretty well-balanced and reflects the shift in market sentiment. It is no longer rewarding companies to pursue a top line growth at all cost strategy but is demanding visibility/evidence of successful execution via bottom line profitability and, if not, how close is the company to profitability.
This is why FY23 is the key milestone for me. Company seems pretty confident about positive EBITDA (not underlying). If, however, a positive net profit is achieved with positive commentary moving forward, I think the market might rerate the company heavily.
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