Very very bullish presentation.
I think the Techhub announcement is very understated by the company for what it is. Very encouraging also that Techhub did a lot of due diligence globally before entering the agreement. They have already got a blue chip portfolio in South Africa, but also the UK and US. The joint opportunity to go and win work in partnership sounds material to the bottom line in the medium to longer term
The new optimiser offering is being received well and helping to drive growth.
They have a strong pipeline of growth coming on the back of record client wins last quarter.
BNPL sector - sounds like they already work in this area with what sounds likely to be APT. This discussion is ongoing.
International expansion through partnership - low cost will be a driver in the next 12 months.
Sounds like covid has put the brakes a little on what they had hoped to achieve, but that is now behind them. NSW and Vic in particular will be a strong tailwind as of this quarter going forward.
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