Short term headwind imo, I see they're moving to a monthly subscription than a one time payment which should smooth revenues going forward. Will be looking to see the uptake in the 365 platform, I appreciate Altiums' efforts to forecast in these uncertain times, speaks highly of their stewardship especially when reporting unfavourable market changes. Will still make a high return on capital just the margins will be lower than pcp. Would love to top up sub 30, have a good feeling this one will be 100$+ by 2030.
ALU Price at posting:
$32.51 Sentiment: Hold Disclosure: Held
