Nearcast is different, it is the back end screen to mobile hand-off tech that was put into embark. It can be added to any one's app and used with any Digital OOH media when tailored accordingly.
The other goods new might be APO actually doing a good job selling ads, which they seem to to be doing again. Also contract extensions for Aussie networks. Add contract extension and APO hitting KPI, you'd get a DCF worth a few times current SP. THey are big ifs, of which XTD has ultimate control over zero of those two things.