Ultimately I like-— Their product offering and their ability to...

Ultimately I like-
— Their product offering and their ability to service a need
- their addressable market and client base - being a mix of high end corporate/retail/services and government
- I like their complimentary acquisitions so far. They have been instrumental in bolstering their product and increasing market share
- I like their management team - I have thoroughly researched their directorship/management team an am confident they have come from reputable backgrounds
- I like their global reach - this isn’t just an Aussie backyard tech company. Wide access to a range of clientele in a range of industries.
- I like that they are not interested in turning off the taps and turning a profit just yet. They are hungry

i don’t like ie. my perception of faults -
- How the investors relations side of the business is managed and the level of transparency to the market - ie show churn numbers - have a clearer outline of future acquisitions - don’t go out in articles saying “we probably don’t need another credit raise”
- fairy floss announcements to the market - ie pulling out the Microsoft headline when the price dips - this seems to have stopped this quarter and thankfully for that
- Directorship pat packages - I’m honestly of the belief if the founders were to cut their pay packages for hypothetically a year, even if it was a small fraction of yearly costs, then this would be a HUGE positive flag in the market that would ultimately make their company more valuable than their sacrificed packages.


my thoughts and my thoughts alone