A CR is undoubtedly coming, it’s a question of when not if. The sooner the better...it’s holding the SP down.
The $1.1m customer prepayment is interesting (see below)...that’s a material amount of cash relative to TTB’s sales and cash flows. Is this IBM or someone else we think?
Staff costs are still way to high, they really need to nail this IBM deal and one or two others in the pipeline to justify the current spend on wages.
Friday after market release is poor form.
Thesis remains in tact, just...
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A CR is undoubtedly coming, it’s a question of when not if. The...
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