Gerard Dyson's presentation was encouraging, and direct. It was very refreshing to hear a CEO using management metrics when discussing many slides, rather than dumbed-down generalities.
Another point of interest was chairman Darren Cooper's response to a question, in which he ventured his expectation that the company would be cash-flow positive before the end of the current fiscal year. That, combined with anything like a continuation of the current impressive revenue growth rate, would set a fire under the SP.
Cheers
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