Why do I mention ACX? Same as I mention XRO. They are ASX-listed (formerly for ACX) SaaS plays.
During the growth spurt, these companies typically trade between 15-20* revenues.
If C&W translates to bigger revenue, then we can expect the MC to grow. Note the "if". I see C&W as a catalyst. If C&W throw the toys out the pram too, then BID will suffer immensely. If C&W is continuing to be on-boarded, then I take this as a vote of confidence in the solution and current management. We await.
The JB/BoD saga is harmful to the reputation of all parties, imo.
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Why do I mention ACX? Same as I mention XRO. They are ASX-listed...
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