Yes, cheers for that. Sometimes it is good listening to the current financials and business situation after reading over the numbers and comments on slides. More importantly was the question time, which addressed the competition and moat in the future (specifically the big players ie Microsoft).
Obviously, there is big and quickly growing need for the product and businesses in this space have an extremely important 1-5 years coming up grabbing market share, as they will then dominate for the decades to follow.
I'm still in DD mode - so might wait till the half yearly results come in later in the year to check the growth rates. Although there is always those left field (takeover) scenarios that happen, so keeping a close watch as things are setting up nicely here imo.
Ann: Investor Presentation Q4 2023 Update, page-16
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