Spot on with the global players. Reffind and velpic both need those. Reffind share price is beyond me. I held a few at one point but was stopped out.
I think the 1pg effect is at play to be honest. Companies that announce all these huge deals then don't back up with revenue. This is where Vpc differs imo - it's the closest to breaking even from any SaaS player that I can really see.
Cheers
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