Market has liked this - I feel like the next 12 months is going to be make or break. They've clearly set themselves up to scale, and scale hard, but the key will be to secure another Enterprise customer like IBM.
If they manage to onboard one or two in the next 6 months, then I think this could take off.
If they don't, it'll be clear that they are very capable organisation within a very competitive market, but that they're differentiation strategy hasn't cut through on mass.
Happy to watch along and see how it falls.
Ann: H1 FY22 Results Annoucement, page-6
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