Wow. Continuous delay with the ACV and the language around it doesn't instil a lot of confidence or excitement. Coupled with the HY report, I'd prob say we'd drop to below the 100m market cap mark tomorrow. There's probably not a lot of catalyst for a re rate unless we win the defence contract until the next qtrly so it might be a material drop tomorrow and then a slow fall towards hopefully a low of 70m market cap... just my view. DYOR
Wow. Continuous delay with the ACV and the language around it...
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