Sad to see you go @verce. Appreciated your research. I think you...

Sad to see you go @verce. Appreciated your research. I think you have been pretty much all in here which must have made it frustrating. I am happy to wait here a bit longer but as you know I am not a big believer in concentration of portfolio especially at the spec end.

Personally happy with their progress, believe management have a clear vision and not concerned they have established a manufacturing credit facility through the use of notes considering they are all with one party whose interests are very much aligned.

But I must admit the absence of any indication of outstanding orders for the next half, the failure to breakdown income between installations and LaaS stream and the failure to quantify the late received monies  are issues with the narrative atm.

All the best.