My mind keeps coming back to the AGM address comment which was along the lines of "We look forward to reporting the revenues...."
Yes it doesn't state what those revenues will be but I hardly think they would "look forward" to reporting disappointing figures. My speculation from this comment is that early numbers are possibly quite significant. They may not avoid needing to do a small raise for opex in the coming quarter but I would suggest things might be looking very good indeed.
ESN Price at posting:
0.4¢ Sentiment: Buy Disclosure: Held