I do agree on the portal. They haven't answered many questions, missed them and then referred some of mine to quarterly in which i dont think they really answered either.
I think there is still a lot of potential upside but its trust in management around when any of these major deals may drop. Its difficult to see # new clients, # new licences, growth of uptake by existing users which is often the easiest expansion.
I think Daniel answered the question but Defense Defense Defense. Beyond defense customers is really just opportunistic and they arent pursuing actively as there is so much in this defense space.
I think it can go either way whereby a big deal will drop and reward long suffering holders or we will sit and churn for another 12 months with proof of concept work not landing substantial deals.
I will remain a patient holder but i would really like to see some price sensitive deals landed sooner rather than later as patience is being tested.
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