Ann: Quarterly Update & Appendix 4C, page-5

@eternalgrowth

Have you had a look at bid/chatted to management?
Guy seems to be an excellent communicator and happy to articulate the strategy.

I realise we’re already at 10x acv, but if growth can be maintained at 100%pa or can be seen to accelerate with massive tam and global opportunity this has a chance of being huge. I don’t know how to work out that chance probabilistically though!! Have you any thoughts?

Do you read Lyall Taylor’s blogs? There are some great articles

WRT bid valuation his latest article has some interesting food for thought.

https://lt3000.blogspot.com/2018/05/new-valuation-metrics-for-tech.html?m=1