It clearly says ARR is growing faster than the opex. No timeline provided but at this rate ARR of $100m will be achieved early to mid next year and by that time margins will become far clearer.
I made DUB a signficant holding in my portfolio with further top ups lined up. While there are some concerns, I have enough confidence to remain overweight in DUB and if the price does fall to 160, 140 and 100c I see a very attractive risk reward ratio.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-12
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