Maybe refering to good debt and bad debt? or the number of debtors, ie the more the debt is spread around, the more likely most(if not all) will be paid.
Or most likely just refering to debt terms. Is it 30day account? 90days? Will we receive payment next quarter or not?
The "revenue curve" statement seems concerning. Not an issue long term, but seems like contracts are becoming back ended. Probably a good marketing stratergy. Little or no upfront costs to developers. Pay INT when you see profits.
Seems like they change accounting policy every quarter and its never in favour of bottom line result.
Short term it didnt excite me. But I do see the potential now more than before.
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