Good to hear mate.
We'd love to see the numbers you found re the ARR multiples of the high flyers. I agree that US investors would appreciate LVT more, and that is why I'm glad VMK is advocating for an institutional raise in the US. And I don't mind the idea of topping up on XRO, but I think (and you do I think) LVT is better valued
Ann: Investor Presentation, page-124
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