I think you'l find the ASX cracking down was the reason they revised the value of the contract
They originally said could be worth up to $6.9M, however now being more conservative and saying a minimum of $1.8M over 3 years ... they've changed the quantum from up to, to minimum .. doesn't mean when it goes binding that it won't surprise and be the larger of the 2
They've just announced Netsturion and AT&T, let's see how these effect the balance sheet and what other names are to come