For me djwillis they were probably:
1) the realisation of the size and potential of this latest deal and the doors this will and has already opened
2) the validation this has now provided and that sales cycles will be drastically sped up which means more deals sooner
3) revenue is on the up, current numbers don't include new deals, this will start to flow through in next few quarters- he kept stressing the additional easy revenue to come from upsellng across current opportunities
4) it was quoted 8 more deals are required to be cash flow positive, this did leave me wondering what size these clients need to be, smaller clients or whales. He did say the Inverleigh revenue doubled off that second deal that took only 2 weeks to close
5) it was very clear he is about setting targets and achieving them, underpromising and over delivering was mentioned on a few occasions
Hope that helps, ill continue to accumulate at these levels, think a re rate is around the corner IMO
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