Ok nothing surprising since the update but look like they lay it...

Ok nothing surprising since the update but look like they lay it all bare and reset the business and reset the way they count software and other items as flagged in the update
Things I like about it is

Private label sales increase at a decent clip and expanding range
Revenue side still good
Reduce future capex and cost
Margin still intact

Need to work on
Cost based
positive cash flow even with network expansion
(the projected reduce capex and reduce cost may do it next half but we have to wait and see)

now if they can work on the cost side with better logistic and inventory then it should be ok