I see the 4c as the catalyst, so movement after release. It is...

I see the 4c as the catalyst, so movement after release. It is difficult to precisely predict the quantum of cash flow positive due to the variation in operational profit margin. The expected norm of 18% having risen to 23.7% in the last quarter introduces a variable we cannot predict. With the company guidance that it is expected to return to 18% long term, exactly when will impact. So the number actually delivered in the upcoming 4c is the confirmation needed.
However an improvement on the 23k is all but certain, the optimist in me is expecting around 500k but recognize there are a number of unknown variables that will move the number.
The residential and commercial clients question is still unsure in my mind. It all makes sense within a strata community or embedded network where the 18% margin is achievable from network charge savings. But outside the model it doesn't. On the website nothing really shows, so I wonder if it is a misunderstanding of the original 7 news interview