Really high quality and concise presentation, some new info shared, addressable market has increased significantly and they are playing in the big end of town in 2021 which is great, their tech is clearly world-class. All metrics around path to breakeven, ARR growth, revenue etc significantly better than other tech investments I have across old tech 20-yo businesses like Nitro, Dubber and Whispir. I'm in for the long term, it's always a matter of time before share price represents fair value in any stock, smart investors should be jumping all over this, and those who dont believe in their story should politely take their money and negativity elsewhere. There's other big deals brewing imminently from what I heard on previous updates, these guys are doing some great things.
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