seems pretty clear they have a mix of churn, rev rec, a few different contract types with varying payment terms. all standard issues for enterprise software companies in growth mode looking for product-market fit in multiple verticals. for savvy holders there is a volatility trade with 3DP. But, for longs this a dream stock to accumulate on perceived short term market weakness. For us old timers who have been investing in geospatial for years this is a no brainer multi-bag position over next 3-5 years.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-42
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