Good interview, with Brian and Proactive Investors posted yesterday. I cant seem to link but can search.
A couple of highlights for me:
"We've made some significant wins in the last six months.. but I suspect the next six months will be bigger than that"
"In the last quarter our Annual Recurring Revenue has gone up by about 30%. But the bigger number, which has been extraordinary and will continue to grow, is the Total Contract Value. That's gone up by about 180% and is going to, I suspect, do the same next quarter. There's some pretty big deals in the pipeline."
He also mentions likelihood of further ESG software acquisitions. Another RCubed type transaction would be very welcome!
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