To be fair though, there are plenty here who factor in the revenues and not the increases costs either. For example a lot of discussion around revenue from Cap in the next 12 months, little to no acknowledgement of the at least 10 additional staff required to deliver the capability, as the company itself has quoted.
I can see both sides, there will be increased costs and those will initially be sunk costs for at least 2 quarters before some numbers start flowing in to offset the costs.
SPX Price at posting:
1.3¢ Sentiment: Hold Disclosure: Held
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