It's of concern to me, I think it's really important not to skip over facts that don't suit your outlook. The NZ and SG announcements were slated for June, a self imposed announcement, that was not met.
We will get a quarterly update in the next few weeks, and I expect this update will not have great numbers as all the announced beds and government deal will not have money flowing yet. So it had better include either these deals or an update of these deals if they have not been inked yet.
The good, no nonsense management is really important to me. The options on the cap raise and the missing of self set deadlines are marks against what has been a brilliant build up so far.
I'm still very very long and very bullish, but I'm keeping my eyes open too.
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