Watch out when they finish putting the building blocks in place.
The real money will be made when they start on the Tier 2's - 500 global companies.
"K2F sweet spot."
Top 50, $100 million addressable ARR
Top 500, $250 million addressable ARR
Mining only.
Oil and Gas 5X.
Long runway.
Seems to me they're on plan and on target.
Refer Investor Presentation May 2020:
https://hotcopper.com.au/threads/ann-investor-presentation.5387569/?post_id=44515261
Watch out when they finish putting the building blocks in...
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