I will take up some, I need to ration my funds per company but this does look a promising business. It is growing revenues, maybe not as fast as I would like, but it is growing them. There will be a point where a few deals will produce a really significant lift in contracted future revenues which the market will then jump on board. Patience.
Quote of the day “Investing is a business where you can look very silly for a long period of time before you are proven right.” - Bill Ackman, American Investor and Businessman.
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I will take up some, I need to ration my funds per company but...
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