it's a shame that it wasn't able to hold that 19 2021 price but I currently own about 512000 units and potentially looking to maybe buy a little bit more.
I think one of the challenges is what they are selling is quite complex and I actually think that creates under-investment. it is good that they've recently hired a new GM of marketing cos I believe they need to do a lot of work in how they market themselves.
Reg tech historically has always been under invested in fund managers etc. let's hope for a positive quarterly next week anything under this price is a steal to me.
Ann: Identitii Begins First Mastercard Project, page-57
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