Ann: UBN New Contract Wins, page-5

What evidence do you have that they have lost ANY lots?

It is a public company, the true state of its finances are frequently disclosed - the last time was 12 days ago. From that announcement:

Revenue and pipeline are strong with contracted strata lots on the system now numbering 295,000, along with 250,000 lots in the pipeline that are contracted and due to be migrated on the system in the next 12 months. Urbanise entered into 13 new contracts for the provision of Strata software in March and April 2018...

The Company is forecasting a full year revenue of over $6 million for FY2018. The Company has also conducted a review of the carrying value of its assets, with the Board deciding to recognise an additional non-cash impairment charge for certain intangibles, debtors and inventory in the range of $10 million to $12 million (pre-tax) in its 2018 full year financial results. The impairment outcomes are subject to finalisation of the full year accounts, which will be released August 2018