Not sure why people worry too much or expect this quarterly will...

Not sure why people worry too much or expect this quarterly will be good, most defence and gov contracts for cyber are done march-june (I have been selling cyber/infosec software here to large fed gov for last 12 years). I just reentered after buying at 24c last time and selling at 35c.

My original plan was to wait till march to buy back in, knowing next 2 quarters are usually lower given december here in ANZ, but one large contract in the US can move this up quickly and at 28.5c relatively good risk/reward ratio imo. Stoploss at 22c for abit over 20% risk but doubt it will get there. They need to get out of Australia, selling infosec software is painful compared to the US (unless you sell the foundational antivirus/EDR, firewalls or vulnerability assessments software). Traditional Data Loss Prevention has one of the worst return on investment ratios for customers - they all hate it - this is a huge opportunity for AR9 that has a different play.