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10:13
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Originally posted by rasaj:
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G'day mate, thanks for your comments. Within the context of historically slow quarters, where "large" ARR contracts are rarely signed, I'm comfortable with 15% quarter on quarter growth in ARR. The largest contract signed in Q1/Q2 was the "landmark" defence contract, most of which was services based and not ARR. If this result was posted in Q3/Q4, I'd be spitting chips.
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I like your 2nd last para. There are no guarantees with stocks like this because we can't be sure at this stage of development that the products will yield sufficient profits. We make the best judgements we can about each stock and monitor performance.
