Show me the money (cash) & then the price will really react.....although even at 9 times current ACV it does not seem cheap..
My sense is that any contract announcement is quickly discounted after the initial sugar hit because it takes more than 1 yr before that contract seems to be reflected in cashflow.....I've revisited the definition, and it makes sense, but what does not is the delayed revenues & cashflow. Perhaps that will change as they ramp.
Presentations/Webinars/Podcasts/Media, page-945
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