DSE 3.23% $2.70 dropsuite limited

Ann: Investor Presentation Q1 2024 Update, page-4

  1. 121 Posts.
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    I bought in last week in anticipation of the qtrly. ARR growth solid at 7% on a constant currency basis. Hoping they continue to increase the ARPU given the investment into R&D, it platued a bit QoQ. Revenue churn increase something to keep an eye on but management seem to be working on it, hopefully how they are doing this is addressed in the webinar. Nice to see the cashflow and cash at hand balance increase, management seem to be good capital allocators, maintaining profitability while growing at a solid rate. Happy with my purchase at 29-29.5c
 
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