The important thing to note as the year develops 'eventually' they'll need more money thats a fact, now looking at the tea leaves I'm predicting a surprise early move in about September 'pre-AGM' to raise about $2m (10% placement on a 4.0c SP or if the below 2 events occur potentially 5.5c+) for Mobilise and DMC expansions. There is no way they'll allow the 10% placement to expire imo.
So how does the SP get there:-
A steady flow of DMC demand deals that us, and the sharemarket has not factored in at all (fingers crossed a Gov related contract to really get some traction).
Satisfy 'proof of concept' for Mobilise, this can be verified through client growth on both the supply and demand sides and very attractive revenue receipt growth.
If above two things happen then Long-termers will finally get rewarded, and then thats when you'll see Aon potentially buying in to CL8 in September, the SP will be almost irrelevant then as Aon will just pay the price.
The greatest frustration right now is seeing new investors buying in at 2.2c, when we all committed 3+years ago and supported with option conversion and so forth.
Hopefully the SP will be rectified very soon via new DMC Demand deals because it won't take much in this oversold position to spring back!
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