BVS bravura solutions limited.

Ann: Appendix 4E and FY19 Annual Report, page-6

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    A bit underwhelming IMO.

    Consensus was on the money with FY19 and also FY20 guidance (forecast 16% FY20 revenue growth vs BVS saying mid-teens) ... but that was without Midwinter revenue! Hence a bit below expectations.

    Holding at this stage. I suspect they may under-promise and may over-deliver, but need to investigate more.
 
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