I agree -- a good update, although not Earth shattering.

Mal said it best, in effect -- it shows continued sales momentum (and not just for greenfield sites, but where a competing product is being replaced), more reference sites, and on track to meet guidance of between 16-23% revenue growth for H1.

A key thing to look for at the next set of results is whether the business has indeed managed to keep costs flat, as has been long signaled. As well as continued sales momentum. If so, we should really start to see a decisive move into profitability (and, i suspect, a bit of a market re-rate).

I'm hoping to lock Mal in for another interview before xmas.

Another meeting would be great @Strawman not sure about you but feels like a contrarian position so nice to keep a finger on the pulse (held in both)

In stocks, a bargain is, by definition, never the consensus.

Yet we all long for something undeniably cheap that everyone else agrees is cheap -- which is essentially a contradiction.

I'm buoyed by the sovereign border contract. Looks like it's another part of the same border that they previously won a contract for, but this part was previously serviced by a competitor, so in the head to head comparison, AVA has come out on top.