Yeah, we can hear that, Ian. Great. I can hear you coming through nice and clearly too. Great. All right, well, we'll make a start. Welcome to FY 2023 Q2 sales update. I'm joined here today with Justin. Thank you very much for coming, Justin. Good. What we'll do is we'll go through a short discussion and talk about the key highlights from Q2 sales. A little bit on the business and some of the financials that you would've seen included in. We'll take questions at the end. Let's begin. Look, really happy with Q2 continuing on the strong momentum that we've seen in the business. You know, it's a great track record, consistently growing on this quarter- on- quarter. I think that's a really good result there. Strong momentum, 11% growth on prior corresponding period or from an ARR perspective, AUD 1 million in project sales as well. It's important to note though that Q2 did have some procurement delays, particularly out of Europe. It's not necessarily losses of deals, it's actually just a couple of deals have slipped from Q2 into Q3, and some of those have already closed to start us off on a good setting on Q3. We've actually been building out a strong pipeline for the second half. More on that a little bit later on. Look, Europe was slower, exceptional growth there again in the Americas and solid contribution from APAC. What we're seeing in Europe, you know, is a changing landscape. There's not necessarily a, you know, a lack of confidence there. It was just more of the delays that was coming through from procurement. We now have achieved AUD 56.9 million ARR, which is up 16% on this point last year, which is great. What was really encouraging for this quarter was the strong growth in aviation. That was across the board, very strong growth in all three areas. Aviation is really starting to show signs of strong investment flow coming through from our customers. Certainly a strong driver around Carbon Emissions and airspace change as well. That's really encouraging. If you look at the last 12 months from a trailing average there, you know, we've actually added AUD 4.1 million in new ARR within the aviation business. That's exceptional growth within that and really strong outlook actually for the rest of the year and moving forward. We're certainly buoyant on that front. From a financials perspective, Justin will go into that a little bit later on, we put there our cash position. Certainly very comfortable with the cash position that we ended up in December 31. That gives us and reconfirms, you know, the strong path to Adjusted EBITDA during FY 2023. You know, I'll let you cover that one for me, Justin. Good. Look, for those of you who are new to the EVS story, I feel it's important just to take the moment to really reflect back on who we are, what we do. We have got three product suites, which, you know, we spoke about. Aviation, Omnis, and water. We're the global leader in aviation with around 170 airports. We're looking at providing compliance and regulatory requirements around noise, but now also broadening out more broadly into carbon emissions, that green airspace. You'll see that, you know, airports around the world have got a significant opportunity in front of them, and we're working with many of our customers to tackle that. Omnis is our broad horizontal platform. It's the most advanced environmental intelligence platform on the market today. Very strong capability around predictive insights, really driving an operational improvement for our customers. We focus on four key segments, mining, industrial, waste, and wastewater. That has been growing, you know, above 25% over the last couple of years. We're really excited by that. Omnis in itself this quarter didn't necessarily have the strongest quarter in isolation, but certainly the pipeline for Omnis now for the second half is exceptionally strong. Our mining though, again, very strong contributor. A little bit more on that later on. Water, we have two key products, both SeweX and Optimiser, in their very unique technology. Still early stage within our business and we are working through with our customers and we're focused heavily in the second quarter around getting the reference cases up and going for South Australia Water, for Water Corp, and also into Europe and North America. We have successfully executed on our strategy and we continue to do that. Certainly this is in line once again with what we said we would do, and we're executing through that. We've got very strong tailwinds now from ESG around the world, and that's becoming stronger quarter-on-quarter. We have got a product-led organization, and we've got strong products there that we put into the marketplace, and we know that we've got that product market fit, and we're executing to that. We're also executing to a financial plan around that, getting back to profitability and making that sustainable as well. One key thing I do wanna hit on is our Land, Expand and Scale part, which is we really have focused on that, and that is going to be a cornerstone for us moving forward, you know, and giving additional insights into that. Working with customers, we have some of the greatest customers that you could possibly ask for in the industrial and aviation space. Our opportunity here is to work with our customers and make sure that we're helping them achieve their goals, you know, and expanding out both onto different sites for them, but also different offerings coming through. In aviation, you know, we wanna call out the strong performance there with a customer who we're not gonna name in isolation at the moment, but it's a strong customer in North America, which we're working through with changing airspace. Now, what this is very new technology that we're able to use our existing offerings, blend it together, and solve, you know, a new problem. We can see this now being replicated in many of the regions that we operate around the world. Mining continues to be the strongest demand for us, with, you know, quite a few additional sites being added this quarter. You know, the call out there is AUD 1.4 million new ARR in aviation, AUD 0.6 million in Omnis for this quarter, giving us a total of AUD 2 million. Moving into Omnis, five of the top 10 deals that signed were in mining operations. That gives us confidence. Certainly the pipeline supports that as well for the second half. Strong market acceptance. You know, we really are building out now to having the noise and the vibration capability in the platform, and that's opening up new opportunities for us. Air traffic is continuing to see a return to normal service with further capacity returning. That's certainly encouraging us. A lot of the flight statistics that we'll start to see come through is most of the regions around the world are starting to show a significant increase, which is great for our customers, you know, and great for us as well because we're able to work with our customers to achieve their goals. As I mentioned, you know, it's record growth for us in aviation with AUD 1.4 million, and I think it's a really strong number for us. We also added some new airports, Boca Raton and Philadelphia International Airport in the U.S. It shows that we're also winning from our competitors in those spaces. Carbon Emissions module represents an exciting opportunity for us. This is the most advanced carbon emissions tool that's available on the market. Our airports around the world are really starting to see the strong solution that this provides our customers. Certainly from them, you know, it is a strong driver to get to this Net Zero position. Airports are investing a lot of money and time into doing that. From a water perspective, you know, we've got very strong customer feedback, which has been exciting to work with Water Corp and SA Water in the last few months. I had the opportunity to meet with Water Corp myself towards the end of last year. They're really excited about what this technology can do for Water Corp. We're expecting some really exciting news to come through in this calendar year. Important point now is Evoqua Water in the U.S. We've signed a proof of concept with Evoqua Water on SeweX, which is the first foray now into certainly, you know, what represents a large-scale expansion opportunity for us. It's also important to note, you know, the importance of water in the macro environment. Xylem actually bought Evoqua in a deal that was $7.5 billion recently. Water we see is becoming such an important resource and commodity. We're excited to work with companies like Evoqua to prove our strong value proposition that it does have. It's also now the pivot point for us, and an exciting chapter in the EVS Water story where we've appointed, you know, a global water lead in Sada. He's going to be based in the Middle East. Sada comes with a huge amount of expertise, contacts, you know, and helping companies scale and grow. As Sada's come on board, both from the technology that we've got at our disposal, you know, the future vision of where we want the product to go, but also the significant market opportunity that we have. I'll close a little bit on the outlook and then pass to Justin on this one. Look, really excited by how we've started in H1, but probably more excited now about the strong pipeline that we've built across all three regions and in all three product suites. Really excited on that one. Pathway to profitability is important, and I think it's an important point to call out here. You know, we're actively monitoring the levers that we've got at our disposal and making sure that all of the resources, you know, are contributing in the right direction. We're able to make decisions on regions, on certain segments that we're getting traction to invest into areas that we're seeing greater expansion capabilities. We're monitoring that and making micro decisions on that to optimize that outcome. Reiterate the strong results that we're getting through Plant Optimizer, you know, and the impact that we had from that desalination association where many leads have now started to come through and filter through. We've got some exciting opportunities which we hope we can share with you in the second half. Some really significant landmark opportunities that have come out of that desalination event. Mining is absolutely our strong point for Omnis, you know, and that is evident. I've had the great opportunity of meeting some of our strong mining customers around the world recently. You know, you can see the strong impact that we've got there. We have worked quite aggressively in the first half to build out a strong pipeline of great opportunities, which will be both strong project revenue and also, you know, the important part of that annual recurring revenue from the software. Our Philippines office is now up and going in full swing. We've got people on board, and we're really utilize that. Really impressed with the quality of the team that we've got there and the impact that that team has been able to have in a short space of time. We've, as I've said, on the key hires, both from Sada and also an aviation lead here in Australia with Neil coming on board, you know, that's quite exciting for us. We feel we're continuing to invest into talent. As we know, although we're a technology company, some of these high-quality individuals that can come into the organization and make a really strong impact. Excited on that one. Look, H2 is well set up. We've got line of sight of that. We've got confidence in the pipeline, and we know that we're gonna finish the year strongly. We're really happy with the results of first half, particularly the resurgence of aviation. As always, strong focus on cash, you know, and that's a really important one. That's the key part to the fiscal management, and we've brought in a very strong discipline that we have inside the business. Justin, over to you. Yeah, sure. Thanks, Jason. In terms of profitability and cash flow updates, look, we'll certainly be providing more information when we provide our H1 results update, scheduled for the 22nd of February. Please look out for that one. Certainly in the meantime, happy to give some commentary on where we've finished up on the half and comments on the quarter. As Jason mentioned, we've finished the half year to December with just under AUD 12 million in cash. As we've previously stated, we are on our pathway to profitability, and we are on track on our transition to Adjusted EBITDA positive in FY 2023. In terms of the focus of the organization and focus of the various teams, certainly sales growth has been a key piece, and Jason's spoken to that. Also in our, you know, maybe my old terminology, contract-to-cash, is very important for us. Ensuring that we can transition our customers from their contract into operational readiness. We've certainly seen some improvements in that area, particularly with EVS Water, where we're seeing the ability to turn on revenue in that product set improving significantly. Likewise across all product sets, aviation and Omnis, we're seeing that transition coming through and improving. We've spoken in the past regarding project sales and the lead-in that provides to ARR, and of course, we see that again in this quarter. What we're also seeing on the product side is some additional investments that our customers continue to make in both Omnis and aviation in product and project related sales. Good to see that the investments are coming through with a particularly strong quarter in our revenue recognized in that space. Cost management, as Jason said, we continue to be focused on cost management and how we support the growth of the business. As again stated, Philippines has now been up and operational for the last six months with our finance and customer support, level one support in that region. Again, giving us the opportunity to support our growing customer base through our Philippines and other locations of labor as we deem appropriate for the growth that we're experiencing. With regards to the broader technology and our technology base, we've spoken about our transition to AWS, and that continues with the move out of our data centers. Of course we'll be looking to close those data centers as that transition completes. Likewise, our tech team structures are really looking to address the opportunities that are presented and the roadmap that's defined in each of our service or in each of our customer lines. We're able to shift resources as needed to focus on a particular product or development requirement out of the product roadmap. That flexibility remains in the business. As we've said on the revenue, our recurring revenue growth and where we're achieving there is in line with where we're seeing things. Again, we'll provide more information on that at our half year update in terms of recurring revenue. Again, quite positive there. On the project side, a very strong quarter in revenue in that regard. Again, reiterating that we are on our pathway to profitability and our shift to Adjusted EBITDA positive during FY 2023. Of course our position remains consistent in that based on our current strategy, we have no need to go back to the market for a capital raise. That's a summary of the, the finance. Again, we'll provide more, more color on that in detail when we release our half year results on the 22nd of February. Great, Justin. Thank you very much for that. Look, we've got time now for some questions. Please raise your virtual hand and off unmute and we'll listen to the question- and- answer. Jason, I see one in here from Chris Savage. Chris, I will unmute your microphone. Please go ahead, Chris. Can you hear me? Yes. Yes. Yay, it's worked. Hey, guys. Thanks for the time. First question, Jason, probably more for you. Can you just explain why procurement delays have negatively affected new ARR in Q2? Yeah. A couple of things and it's sort of the, this depth both through region and product offerings. Certainly within the water space, you'll see that we didn't actually add any new ARR in this quarter, but that was because of some of the lengthy procurement challenge with new customers coming on board. There's a certain part there with just understanding the water utilities, and that engagement model. It's not to say that they're not gonna move forward, it just took longer than what we first anticipated to close in that quarter. There was also a bit within Europe where there was probably a little bit of pause in the start of November just to see what would happen with the, with the energy prices, certainly in the industrial space. You know, by the end, probably by the middle of December actually, that confidence had come back and now in January that's started to really motor ahead. They're probably the two key parts, Chris, just on water and then in Europe. Okay. Just this new Carbon Emissions module in aviation, is that now officially launched and do you basically go back to your 170 airports and say, you know, "How about it? That's exactly what we're doing, Chris. We do it a little bit more eloquently than that. What we've done is, it's like all of our new product introduction, right? You get your reference customers that we know want to push the boundaries of innovation and will, you know, adopt new technology. We've put it in. We've demonstrated, you know, the impact that it's having, and then we roll that further out. What's exciting in this particular release is this is your non-traditional customer. Therefore it's unfortunate we can't name them, but we'll work towards doing that in the shorter term. This is airspace change, Chris, so this is really significant. Big impact. Really significant impact to global aviation. We can see that this has got some real legs to grow. Is, like, if the airport has your noise vibration module, which obviously they do, is it a similar dollar value if they take on the Carbon Emissions module? It's not, but it's an easy transition. If they've got ANOMS put in place, right, it's a bolt on to ANOMS. All of our customers have obviously got ANOMS, so it's an easy bolt on to that one. It's good incremental increase on the ARR per customer. Sure. I think it's also worth pointing out, Chris, it's all software, so again, it's margin improvement. Sure. Yeah. Good point. Is there anyone else providing that sort of module at this stage? Not to the accuracy and the depth of what we do. It's like all things, Chris, you know, our niche in the marketplace is a scientific differentiation. The airports that want to tackle and address climate change, you know, their impact to Net Zero, this is certainly the most advanced on the market and having the biggest impact. There are, let's say, cheaper alternatives that don't address the real problem, we're focused on, you know, scientific differentiation. Last question. This proof of concept with Evoqua Water on SeweX, is it gonna be similar to Water Corp and take, you know, a few months to work through that? Yeah. Yeah. The, I mean, we're doing our best to accelerate that, obviously. Yeah, I would suggest, you know, give ourselves a bit of comfort with that one, that you go through a full quarter, have a look at it. You know, they're certainly excited to be working with us and the impact. As we've said before, there's nothing like SeweX on the market. This is a brand new offering. The customer segment that Evoqua serves, what they can see here is a huge return on investment and, you know, significant savings for their operational business. You gave us an idea what was just paid for Evoqua, but you know, I'm assuming or guessing it's a larger entity than, say, a Water Corp. Yeah. Much, much larger? I'll let you do all the dots, Chris. All right. Thanks for that. Thanks, Warwick. No problem, Chris. I'll just mute Chris's mic. We've got another question in from Ross Barrows. Ross, I will allow your mic, and when you're ready. Morning, Ross. Are you there, Ross? Just may have to unmute yourself. Okay, Ross. If you'd like to, you can, just for everybody on the call, you can actually put your questions into the Q&A panel, and just type them in. Okay. Don't keep putting. Chris. Yeah. How did you do that, Chris? Dismute. Dismute. Yeah. I've disabled Ross's mic, but he may be having trouble there. If you'd like to type- I think he's saying he can't unmute. Okay. Ross, would you like to put your questions into the Q&A panel? Sorry, Chris. Okay, Ross has put a question. Thank you for that, Ross. The question, Jason and Justin, is: Any insights you can share on cross-sell Omnis clients into water and vice versa? Yeah, I mean, interestingly enough, we're starting to see opportunities present from Omnis into aviation now. We're actually working on an opportunity in Europe on that front, which is actually quite exciting on that part. It's one that, you know, we've taken a bit of time to make sure we've got the right offering for aviation, but that's starting to open up. A lot of the opportunities we've actually got now within water and the pipeline from that has actually started to come from the contacts that we already had within wastewater. Certainly, you know, or the pipeline is very strong within Europe on the back of that one. But with you know, new product introduction within SUEZ, you know, it's taken a bit of time to familiarize themselves with it, which is why the importance of reference sites in Europe and North America is so important for us. It's also, you know, important to get the operational side in here in Australia. So yeah, look, they continue to work through. I certainly think from the second half you'll continue to see that cross-sell opportunity, both from Omnis into water into Omnis and also aviation. I saw a question from Chris, Ian. That's right, yes, Jason. Chris has asked another one: Do you think you can crack AUD 3 million in new ARR in Q3? That would be guidance, wouldn't it? Certainly the expectation, Chris, on that one is we've got a really strong pipeline for Q3. I think one of the things that we saw with Q2, you know, and we have seen it before, is the unfortunate part of timing on a quarter. You know, and certainly the Christmas part, you know, it's a hard one 'cause you're trying to compress. You know, some of those deals have fallen now into Q3, which is good for us. We certainly see a strong Q3 and a Q4. You know, that's certainly the target that we're going after. Okay, we've got three more minutes left if anyone would like to ask a question. Ross has asked another one, actually. Sadar Krishnan, Global Growth Director - Water. Can you please provide some color on basing Sada in Dubai, and what kind of change or step change in demand you are hoping for from that new position, and over what timeframe? Great question, Ross. Great question. What we've actually seen is because of the impact of EVS Water Plant Optimiser within desalination plants is so strong, you know, we've proven that now in Hong Kong and PUB Singapore. We looked at where the market opportunities and also where the pipeline of opportunities was coming through. The Middle East presented probably the strongest opportunity for desalination plants there. Not only have we got current opportunities that we're working to close, but there is a huge opportunity within the Middle East. There's a huge number of desalination plants in that particular area. If you look at it from a geographic location, the Middle East is close to the Americas, close to Europe, close back here into Australia as well, we felt it was the right point in time to do that. We have had customers in the Middle East for a long period of time. We've got partners in the Middle East, we felt it was the right time to get that. Yeah, we do see a step change. I think Sadar has helped his, you know, in previous lives, companies to scale significantly. And I use that word in bold, significantly. We were hoping to see a really strong impact, you know, with the appointment of Sadar. He also brings with him a level of strategy, you know, contacts around the world. Yeah, we're really excited to have Sada on board. We did time this, though, based on wanting to have the right reference points in place. We didn't wanna go too early on it. We wanted to make sure that we had SeweX working and Optimizer proven out. The timing, you know, Well, in our opinion it was a well-thought-out plan. I know we're right on, right on time, Jason. There is one more question from Lachlan Wood that we can finish up on. It says, "Can you provide some more color on the SUEZ implementation software upgrading surrounding how long it previously took to implement a customer compared to now where it is under a month? And could you also outline how much of the improvement in the time to implement is due to the software upgrade versus the prior learnings? For example, what's implemented at 50% of Water Corp sites? Yeah. Look, the focus for us is always. It comes a little bit back to our strategy, right. Around combining growth, you know, the scalability of the business, right. Also the customer stickiness. If we put that lens through, it was always part of the roadmap to build out a product that first of all served a point for the customer, right. The customer got use case into that. What we've learned through, you know, a multitude of open and closed systems, you know, different type of models that we're bringing, different types of hydraulic models working through is, you know, the variability on the client side. What we've wanted to do over the last 12 months is invest into the product to get it to a point that when you introduce it to a new customer, so not a Water Corp or an SA Water, but a net new customer, that it is providing value quickly, that we're able to turn it on quickly, and that we're able to actually get the variability in data ingestion coming through. The It was always part of that roadmap, and that's our product. You know, we talk about being product led. That's the key mandate sort of within that, within that product group. That has been a focus. You know, you use a combination of real world learning, the practical applications, as well as then providing value. The customer turns around and says, "This is great." You know, Water Corp has been a strong advocate in the, in the broader market about the application of technology, you know, and where it can use. Hopefully, Lachlan, that answers your question. Okay. That takes us right on. Awesome. Well, listen, thank you very much, for everyone for coming and the questions. We'll continue to refine the audio on this one just to make sure that the muting and the unmuting works. Apologies for that. I'm glad we were able to get through the questions. Thanks, Ian, and thanks, Warwick, and thanks, Justin. Thanks, Jason. Thanks very, very much. Good morning.