AR9 2.56% 8.0¢ archtis limited

Ann: Investor Presentation - Quarterly Results, page-140

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    The more I think about this, it's bloody absurd.

    Contracts sole sourced - no competitors.

    Customer churn - zero.

    POC win ratio - greater than 95% success rate.

    POCs won - waiting on budget allocations.

    Kojensi clients - SAP, Thales, Rheinmetall, SAFRAN, Hanhwa, TOLL, babcock, etc.

    Margins - increasing in line with revenue base shift from services to licence-based.

    Cashflow - neutral to positive being targeted.

    If these comments are all true - I'm undertaking my own DD to try and verify all this - the value of the business will be materially higher, and justify the oft-spoken about re-rate.
 
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