EVS envirosuite limited

wow. I've been somewhat concerned by the lack of updates esp...

  1. 5,429 Posts.
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    wow. I've been somewhat concerned by the lack of updates esp with regards to Doha and Kuwait.

    I think that was the best update I've read in their history.
    The gross vs net ARR was unnecessary but it doesn't detract from the overall result.

    I kept waiting for talk of increased cash burn due to the ramp up in operations which didn't come.

    At EV to sales of less than 8 growing at 90% yoy, with massive tailwinds it seems cheap to me. Factor in the story here and one could see this flying





 
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