My biggest concern - one I've raised multiple times, ESH have failed to report their MRR (monthly recurring revenue) figures, which they indicated would be reported in previous announcements to (ASX release 22/Aug/2019, page 2), which stated MRR would be reported "commencing with the 2019 Annual Report for the period ending 31 December 2019". But never disclosed. The business model this company operates under the MRR is a key indicator of progress and performance, in my opinion.
Ann: Chairman Retirement and Board Renewal Update, page-31
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