I think there is one very important aspect of this company that...

I think there is one very important aspect of this company that investors will miss if they don't incur a bit of effort to properly understand it, and that is the Revenue model, specifically in relation to the multiple clips of the ticket in the US .

To that end, for the time-poor who aren't able to sit through the entire presentation, between 7:30 and 10:55 (corresponding to slides 5 and 6), the Revenue model is articulated very well.

Essential watching for anyone seeking to understand the real drivers of organic growth.

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