Any selling will be very short sighted.
Again they reiterated cash flow positive this calendar year - think this is based on the campaign type recording AI offerings.
Then just look at what they are doing:
- resourcing the company to close and progress deals faster
- worse case scenario burn rate is $3m per quarter - so six quarters to go
- bell canada is not small business
- we still need to hear about another 3 - 4 major US telcos
- it's been mentioned Telstra is close
- maybe a major UK telecom company
- hardly any mention of Cisco Webex - this may be manners and let Cisco trumpet this
The next six months could be mental - I am fully loaded at lower prices but if it drops - those not in, get in.
In a year when someone lobs in a bid at $4 and a bidding war starts, you need to be set.
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