Ann: K2F signs Westgold in 5 year partnership & subscription deal, page-21

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Lindo

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24/12/19

23:56

Post #: 42125301
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Originally posted by NonPolar: ↑

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!

Expand

Thanks, Nonpolar enjoyed the interview, going forward the company needs to expand, Brian indicated there were several WA / / AU companies that they were looking at.

3DP would be a very good fit, market cap 30,000000 use Canary Capital , SAAS related business, as we know SAAS is very sticky, not a boat anchor

Save customer time and money through Data and AI , The use of 3 D is 50 billion a year and growing, like K2F which is now a global company , 3DP is mainly in AU and USA , Stack up well to be a global company as well

This is just my thoughts , after Brians last two acquisitions,i am sure he will make it 3 out 3

K2F Price at posting: 24.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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