Pinned straw:
In the last 5 days, SXE had announced project wins equivalent to 40% of its FY24 annual revenue! Read that again and let it sink in.
I think we should be thanking Alex Waistlitz and his probs at home for drivimg the SP down.
Then remember, this follows hard on the heels of the Collie Battery win in June/July (from memory) of circa $210m).
Very pleasingly the Trivantage purchase (of steady, repeat order business) continues to ratchet up on top and bottom line - PLUS - we have now paid out all follow on incentives, so 100% of the profits are ours.