They have new logo wins, but from what I hear nowhere near what they normally have. That being said revenue recognition could still be good from contracts they signed before this half. I see the share price has grown over the last week, so I might be missing something. As I said they are well run and I think their ARR will have likely gone over $500m so will be interesting to see the announcement.
TNE Price at posting:
$33.02 Sentiment: Hold Disclosure: Held
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