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Revenue growth as base case is 25% - industry AI spend is CAGR...

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    Revenue growth as base case is 25% - industry AI spend is CAGR 28%. Should be hitting 30-40% revenue growth. But covid impacted the business and lost out abit Currently has book order of $240m for this CY trend is in tact past five years of work in hand this time of year. Transactions pick up pace from late October so no excuse hitting that $650-700m revenue mark. Current platform has been depreciated heavily and tend to invest to automate it..this will bite in EBITDA CY21. Pending on how CY21 holds out no real excuse hitting $800-850m revenue in CY22. If china continues to grow 60% q-o-q then $20m CY21 and $35-40m CY22 revenue from China alone as base case with current growth rates is more than feasible. They are winning new customers and deals but CY21 is going to be more about controlling costs as need to update their platform and make it more automated. In other words - very good news for long terms as that means efficiency.
 
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