I'm glad i watched the presentation and listened to the call because at first glance the result disappointed. Moving Graeme to London to lead pursuits of acquisitions looks wise and they have run down debt to almost zero, ready to pounce when right price comes along.
Altogether I see the company in very good position to grow earnings and the uplift in earnings through the Covid era was a fortuitous but transient event.
The SP performance relative to the rest of the tech sector is encouraging.
Ann: 1H23 Results Presentation, page-2
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