large utility like FPL. The CEO wouldn’t be involved in such a small decision. COO maybe. But more likely a middle manager(s).
The entire tech sector has been on a downward trajectory. We will see how red these flags over over the next several years.
3DP have been telling the market to expect cash receipts to be lumpy compared to the ACV. Their explanation makes sense but I guess we will find out. Ian can get carried away with the narrative and opportunities, but that is his job. Despite all of this, cash receipts are growing year over year, As I’ve mentioned before, it’s either a great buy or getting close to fair value. It’s unlikely going to zero. Zero debt and growing.
and thanks for the shares Bev
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