The SP weakness is more a reflection on the industry they are in...

The SP weakness is more a reflection on the industry they are in which simply is not the flavour of the month.
IT companies are usually a boring stock to hold and the SP is driven primarily on successful contracts signed and yet the ongoing income stream through servicing, annual fees, consulting, data centres etc are the backbone of good IT companies. ASZ seems to tick all of those boxes and any contracts signed become icing on the cake - however it would be good to hear of significant progress in this area.
The first we, as shareholders will know of this is after a contract is signed off, it's all highly confidential up until then in this very competitive industry. I'm happy to be patient.