Waiting for the transcript to pull out the pros and cons but from everyone's comments (thanks guys) I think below alone is enough for a huge re-rate?
June was first month of cash flow positive. Every month since then has also been cash flow positive. Some were concerned June was a one-off because they cooked up their books.
Confirmation that the last quarterly did not benefit from any Pegasus revenues. Pegasus is one of our largest contracts iirc?
Debt facility more favourable which means lower financing costs.
In summation: More revenue, less cost, continued profit growth.
