I look forward to you @jocko dissecting the presentation of today's AGM.
For me the highlight of the slide show is the revenue mix, in particular the strength of the Paas revenue figure of 45%
If HC allow it, the following link provides an explanation of what a Paas service is: https://azure.microsoft.com/en-au/overview/what-is-paas/
The Paas business model is what really excited me about this company in the first place.
I don't know of any other ASX listed company that is building their future on a Paas business model (my ignorance if there are).
To become an indispensable partner for those companies that collaborate with WRK will result in very sticky on-going future revenue cashflows.
My intuition suggests some of the next market announcements could add more clarity around the growth of the Paas business model which would be welcome.
A little more time is needed but I think we will be very happy with our investment over the medium term.
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