It did seem a bit strange setting up the CR prior to releasing...

It did seem a bit strange setting up the CR prior to releasing their 4C numbers...clearly they knew the numbers weren’t going to help push the CR!

Been invested for a few years now...product and opportunity appears strong but the uptake is painfully slow.

Management can compare and point to their MC relative to their peers and say they’re undervalued but fact is off such a low base growth is very slow and has now gone backwards. Recognised Reccuring rev down 16%, cash receipts down 28% on pcp last year.

great that they’ve cut their spending but most successful emerging tech companies aren’t heavily cutting costs off such a low revenue base..they’re going the other way as the growth is explosive.