And that message was repeated by Chris post AGM by the hot water...

And that message was repeated by Chris post AGM by the hot water boiler - for anyone that lingered.

Basic principle being that all AVA customers need to spread their risk in case one of their suppliers has "issues". As a customer, imagine if 100% of logistics was awarded to one supplier... very poor risk management, so no customers are willing to give their work to one single supplier. Makes sense to me.

I'm aware you already know all this giz - just repeating the rationale that Chris explained to me post AGM for the benefit of other shareholders here.

I don't remember Sequoia lingering around after the AGM to ask any questions of management one on one fyi.