More like < $1million revenue, page-62

Do you think the stated revenue from the NA Williams deal they signed is wrong? would you say they are being intentionally deceptive or just don't understand their own business and clients?



I dont think share price has come close to factoring in the full potential from these kinds of deals if they are possible - seems to still be discounting it significantly on the basis that it may not succeed. Or maybe more certainty is needed around the margins on these high volume high discount deal structures