DSE 1.84% $2.77 dropsuite limited

Ann: Change in substantial holding, page-26

  1. 238 Posts.
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    They were releasing a new product before the end of the year, might be an interesting announcement coming up, or they might not announce it and just talk about it with some context around take up and affect on ARPU in the next quarterly.
    With exponentially growing ARR, profits and free cash flow, I'm not concerned. Looks like the market is throwing the baby out with the bathwater, but I expect Dropsuite to outperform once tech/smallcap/growth recovers. With every set of results, the likelihood of the market realising that cloud software adoption and therefore Dropsuite's revenue growth is unimpacted by higher rates, etc. increases. We just need to keep ticking along growing fundamentals, growing the underlying value of the business, and the market will appreciate dropsuite's value in time.
 
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