So ACV increased by $26m. 45% of that is $11.7m. Neo brought in only that much? So out of $211.5m total ACV, Neo is bringing in only 5.5%. What does that day about Neo. Ofcourse early days, but had there been more Neo uptake they would have pasted it all over their socials - like ASIC's BAU extension, which felt like a non-event. Felt more like humble-bragging
NXL Price at posting:
$6.72 Sentiment: Sell Disclosure: Not Held
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