I don’t think old nugget read anything. He is just baiting and actually has no idea. Probably doesn’t really invest but just blames capitalism at home. Plus he just pointed out that he doesn’t understand forward pricing
I think the numbers are actually conservative given all the past announcements. From 30 June to 30 July, ACV increased by 39% ($1m) with no single material contract.
Even if ACV grows by 10% pm for the rest of year, we’re talking double digit ACV.
