In the latest 4c, LPE reference the increase in 90 day cycle customers, ex the DMC pool.
Much of this quarters growth looks like coming via DMC,
It is encouraging to see they factored this into cash flow forecasting.
As a counter to that the Blackrock finance is identified as improving cash position, not exactly sure how, but interested to see how its accounted in the upcoming 4c
Growth plans, page-10
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