The Ideal ANO Presentation, page-2

I'm a shareholder and a fan of the company and management, so the following will be seen as constructive feedback by all.

• Turn the line charts into bar charts when representing revenue, capacity, orders, etc. Line graphs are best used when there are many data points and charges between points are cumulative. Because there's seasonality in revenue and shipments, and the limited number of data points required to be represented - bar charts are more appropriate.
• Provide numbers on "orders delivered" rather than "orders received". The former is more useful for shareholders that are wanting to reconcile orders with revenue, and doing unit economics calculations. The latter, while provides an early indicator, will lead some shareholders to derive incorrect assumptions of revenue expectations.
• Provide "revenue" rather than "profit before tax" numbers in out of cycle progress updates. Revenue is better at providing a high level idea of the company's progress. While PBT can be highly lumpy due to timing of investments, and the presence or absence of irregular charges such as incentive payments. Again, point-in-time PBT may lead some shareholders to extrapolate future earnings in an unforgiving manner.
• Standardise. Keep using the same metrics for each update so shareholders can easily do like-for-like comparisons. Quoting "US distributor" sales one time, then "revenue" another time, then "profit before tax" is confusing and creates scepticism that data is cherry-picked to achieve a certain agenda.
• Personal preference is for price sensitive announcements to be released either before 10.00am or after 4.10pm Sydney time. That way, shareholders will be given ample time to digest the contents and potential issues related to administrative issues by disallowed are minimised.
• Take your time. Have someone proof read it. There's no rush.