Early days and relatively small volume but looks to be heading to the pre ipo price.
I think the market is looking at this as more of an IT services company at present rather than an SD WAN vendor.
it would be great if they could sign a tier 1 service provider here in Aus, think you would see a big rerating. also the actual revenue being generated from the SW would be useful.
As with most new listings the key is news flow post listing and that is where the lead broker is key.
Early days and relatively small volume but looks to be heading...
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