I am also interested to hear their plans. It was also interesting that they noted an increase in demand, hopefully that translates to an increasing rate of growth in future quarters.
I disagree with you regarding institutional investors as they won't need a faster growth trajectory if the risk beta is lower, as seems to be the case here with an ARR SaaS business. The risk adjusted growth rate is phenomenal.
They'll just need this to hit $100m MC.... Then it's game on for us!
Ann: December 2020 Quarterly Activities Report and Appendix 4C, page-11
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