Ann: Half Yearly Results Commentary, page-52

Good pickup @Mango22

In terms of COGS

Few factors that could be impacting COGS. The expansion into new markets where distribution costs may be higher until they are more established in the Eastern States. For example if they have been shipping units back and forwards from WA?

New features in the technology that have not yet come down the cost curve in terms of economies of scale?

Also what do people think about the selling outright vs subscription model and its impact on COGS?



This is the sort of discussion we should be having here, people who want to discuss brokers and entry points, manipulation or whatever, please use another thread.