No massive movement between the Q1 and soon to be Q2 report.
Management have been very good with information and no signs of a leaky ship.
Very interested to see what our new ARR is. I would be happy to see anything over 55M excluding the water division.
Hopefully we are also giving some idea on margin however this is usually pretty vague.
Hopefully some goods signs for water however I'm a little worried that we haven't had any new announcements around clients in this space.
Fair value estimate lifted up, page-7
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