I'm looking forward to the full year report, and in particular understanding the segment reporting.
There has been a lot of investment in people from Emersion over past 12 months by the looks of LinkedIn. From broadly 15 employees up to around 31 now. It's been stable for the part couple of months.
Now ATX appears to be on the same trajectory. From around 13 employees at listing... And remaining stable for many months, in the last couple of months has jumped to now 19 team members. New hires split between developers and on the ground sales.
Be interesting to see if/when ATX jumps into Vietnam. They have indicated the product offering would be easy to duplicate there, and have had market interest, but haven't taken this step yet.
In the upcoming accounts I am keen to see Emersion sales growth and cash flow positivity (maybe slightly optimistic given recent staff investments) which will provide $ support to the more 'startup' parts of the NOV group
