RE: RE: RE: Q1 NewsGood call, lots of questions as usual from analysts (some of whom, BTW, seem to actually get it). Bumpy revenue last quarter, lots in the pipeline: Newfoundland/Labrador, a U.S. opportunity (presumably the Palo Alto deal), France and Singapore more or less on plan, Australia not dead...and veiled references to other opportunities that are not at the RFP stage in a couple of other countries. Got the sense that Alberta Supernet takeup isn't on plan, but at least one ministry is ramping up a major initiative that should consume a fair bit of bandwidth...working to convince other ministries to follow suit. (Good luck convincing the Stelmach toadies to join the 21st century...any presentations will need to be drawn with crayons and described with no more than two-syllable words LOL.)
No cash issues for the forseeable future (cash on hand, small untapped credit facility and cash flow from operations will meet current build commitments), but may need to slow down biz dev unless cash can be raised at a more favorable valuation (not exactly what Art/Peter said, but it's what they meant ;-))
It's mildly surprising to me that Axia still remains undervalued given it's utility-style business model. One day, this puppy will pop (again), so I'm still long.