Slide 15-17 are the most interesting to me here. Large TAM across their three key verticals (mining, smart cities, wastewater) greater than $1.3b pa. Also a representation of how they have grown their staff footprint - very substantial! As of 30 March 2019 they now have 70 staff across 91 client sites. Will be closely watching how they've managed these costs. But this is the natural process in a rapidly growing company.
Ann: Conference presentation, page-2
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