Water another dud Q
Half the news sales are in Project work
The margin expansion story based on Saas rev in the Water biz has failed.
Loss making hardware/software biz with no margin expansion on horizon and only growing ARR at 12% and still at +$100m market cap and 2x EV/Sales multiple is not a compelling story.
The Carbon emission product is the only interesting angle here and hope to attract interest. Existing instos must be getting very stale
Ann: Q4 Sales Update - Record Quarter $6.8m New Sales, page-5
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