Agree strongly IMO - good buying at these prices. I had a few more takeaways from the results :- 1. Revenue growth up 25% 2. Recurring revenue up 42.5% to $743m 3. Synergies from Exeed and Hills still to be realised 4. Gross margins increased 5. NTA increased by $54.2m 6. 2595 new DAS partners added 7. 110 new vendors added 8. 100% increase in vendor diversity ie less reliance on any particular vendors sales volumes. It all adds up to a much better 2023 from my point of view.
DDR Price at posting:
$8.04 Sentiment: Buy Disclosure: Held
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