g2, letty and jack you are all very correct. i suppose the real positive for me is that guidance is being met. If you are going to be believed when you announce all these wonderful opportunities and potential deals with massive potential etc.... to the market you need to come through on your guidance otherwise you will be seen as a snakeoil salesman. .
Not a big up front at all. Deal could fall over. long way to go yet.... but the approach (the feel) is different.