Ann: FY20 Results Commentary, page-21

It would be good to see 'some' improvement 1) in receivables and 2) Contracts to conversion.

Its important that people don't get fixated on receivables DUB has longer lead times than a business like MP1 - I don't think its comparing apples to apples.

I am confident that management aren't leaching the business as suggested. IMO they realise we are on the cusp of Dubbers AI product integration. This has been brought forward significantly due to Covid19 disruptions therefor bringing forward the cost of human capital for the business IMO.

I bought shares in DUB for the future earning potential and 'wide moat status' with their tech once integrated. I wont discount forward earning potential due to a 'current' growing receivable book as an historical and future long term holder.