Hi @Lukums, I have a bit less than the average between you and your mate, I'm by no means a big hitter. I have communicated directly with the company and also was at the webinar yesterday. The openness is refreshing not only for this company but for any listed company, who have to be careful what they say.
I agree with T.E.P. in that there is strong signalling that while it doesn't make it overt that the contract renewal is certain, it shows that there are a couple of things which make it almost unavoidable. I think the chance of renewal is more than 95%, but 95% is good enough to justify the position.
More importantly the company has identified growth opportunities and is taking steps to realise them. My feeling about the company's history is that as a technology provider, the conventional perception is that they continue to innovate the platform and leverage that platform, but until now they have just been a bit like a software contract shop, adding bits of functionality according to requests. Now they are pushing in some new directions which were covered in yesterday's call, and they are building confidence and relationships with their investors. That's all good, and the price is right.
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