Hey MC... I just topped up on the little pullback. Right now I am buying the agile and responsive team, the experience and network of the senior team and board, the proven ability to close deals on favourable terms for all, the momentum, the subscription commercial model, the land grab, the multiple revenue streams, the focus on building the army first, the staff morale, the solution focus, the under promise and over deliver approach, the long term view etc etc.
Which means I am not ready to sell the fact. Who knows what facts we will be discussing over an Asahi in 12 months? I probably won't be ready to sell then either
BUD Price at posting:
26.5¢ Sentiment: Buy Disclosure: Held