Pinned straw:
It’s curious that they refer to an “upgrade”. The only guidance they have is to break even this year (NPAT) and for next year to be a “breakout” for profit.
So, I’m guessing a monthly milestone and perhaps some annual guidance, although it seems a bit early in the year unless they have good line of sight on costs for the year.
In any event, it’s “needed” news given that the SP languishes in a vacuum. (The market needs its regular intravenous news drip otherwise it gets withdrawal. Personally, I’d just prefer twice yearly updates.)