$7 party, page-46

Most of my argument revolves around valuation vs hype.

You can triple revenue next FY and have a 50% margin expansion. It will still sit with an overpriced label.

These days you can run computer simulation on cost declines and throw in revenue increase with safe mathematical parameters
and extract the probability of extracted profit. R Project's R is much quicker getting to the result, just saying.

Profits and its velocity matters, otherwise you're either capital raising or throwing lucrative bond deals to a few investors.

I wonder who's is going to win the contract in the US when it comes up for renewal. Nuix or Palantir? An Australian company or a US based Company.

With all due respect, I don't think that current stock price warrants a risk that is coming for NUIX.

They don't say risk adjusted returns for nothing.