Take it easy - we're all friends here!
We all want the SP to go up - some are more optimistic than others.
The result in definitely heading in the right direction. Ian promised us an ARR figure a while ago and hasn't commented on where the 'at least US$19.5m' ACV has gone. I've already asked him to report ARR / churn but no response. Sure, $2.66m receipts is good but it implies that the previous $30m ACV (US$19.5m) is ~66% on hold or churned.
No mention of July receipts I thought was odd as well. But if we extrapolate the numbers:
April: $1.04m
May: $0.4m (early May)
Remainder of May + June: $1.22m
Expecting at least $3.5m receipts in Sep-24 4C.
Take it easy - we're all friends here! We all want the SP...
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Mkt cap ! $32.20M | |||
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