Yeah pretty good quarter and doing a much better job at laying out the progress they have made these past 3 years in the FY presentation. Cashflow generation is accelerating and very possible that they turn Cashflow +ve in 2023. Valuation (1.5x EV/Sales) is giving us very cheap optionality on an inflection to profitability
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Yeah pretty good quarter and doing a much better job at laying...
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