Positives: Customer growth, strong booking growth, revenue growth, and based on Q2 cash burn chart expecting to see some further reduction in cash burn, particularly as the larger contracts bring in revenue. Clarity of the reporting make this company very transparent compared with others.
Negatives: 2H revenue is going to be needed to strengthen investor confidence.
Underlying SaaS metrics are strong, but want to see this CY revenue grow faster than costs.
1ST Price at posting:
4.5¢ Sentiment: Buy Disclosure: Held
