Touched on the growing enormity of the water landscape (ie 600 gigalitres of excess water annually) and where the business fits in. Highlighted well where (and how) the business has a competitive advantage. Also subtly mentioned that they have grown the core business since relisting with minimal dilution and in a net cash position, are founder led and treat every dollar like their own, etc.
Set the scene for VAM which will transform the business.
Nothing we don't already know. Highlighted water treatment as a potential area they want to enter. They are looking for OK to good businesses that they can make great. Said he was in Sydney not only for the presentation but to look at potential acquisitions.
