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Receipts/ACV Inflection BOOM, page-2

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    Kfaan

    A compelling perspective. Half year results (Feb 2021) and accompanying narrative likely to facilitate the establishment of some correlations / patterns, to serve as a more reliable basis going forward. In the interim, market will try poke holes in any news flow from a valuation perspective. This time will pass.

    For now, all about ACV growth and the managed escalation of costs.

    Rokewa
 
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