Hmmm I don't know, remain a LT holder but am a little disappointed there weren't further update on those enterprise deals or indication as to how big they could be if and when they come across the line, think the market was already anticipating a massive uplift in ACV owing to COVID which was pre-flagged, I mean the share price is up +360% ($120m MC vs. $4m ACV is 30x Price-to-Sales!), which aside from Bevan's equity injection was also the market taking a look and baking in them winning these large deals...let's see how it opens, I might be wrong!
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- Ann: Enterprise Sales & ACV Update
Ann: Enterprise Sales & ACV Update, page-9
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