DTC damstra holdings limited
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Ann: Damstra signs multiyear extension with nbn, page-5

  1. funkster
    53 Posts.
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    07/07/21
    13:02
    Post #: 54341606
    would be good to know if there is incremental ARR above and beyond what they were already spending, otherwise not material at all. it's presented as NOT price sensitive so my read of it is that they are not spending any more than they are already. would be good to get that clarified.
    Last edited by funkster: 07/07/21
    DTC Price at posting: 83.5¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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