Well I think at this SP, there's great upside. At ~215m MC, around 4x ARR... I think there is a stronger case for buy than sell.
Yes I can see the market is worried about costs and when will break even be achieved.... but then, the market is always worried about something and although always right it gets it wrong awful many times
I'll buy more at this SP and added more for the first time in 18x months.
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Ann: Q2 ARR grows to $52.7 million, page-102
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