The more I think about this, it's bloody absurd.
Contracts sole sourced - no competitors.
Customer churn - zero.
POC win ratio - greater than 95% success rate.
POCs won - waiting on budget allocations.
Kojensi clients - SAP, Thales, Rheinmetall, SAFRAN, Hanhwa, TOLL, babcock, etc.
Margins - increasing in line with revenue base shift from services to licence-based.
Cashflow - neutral to positive being targeted.
If these comments are all true - I'm undertaking my own DD to try and verify all this - the value of the business will be materially higher, and justify the oft-spoken about re-rate.
The more I think about this, it's bloody absurd.Contracts sole...
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