they have the footprint now for success - money in the bank, fully resourced, industry tailwinds (even before covid).
execution, leadership and chasing the big corporates
even just 10 of the worlds leading telcos and cisco - big enough client base
concerns me that IBM has not resulted in a deal yet - however these things take time
think all it will take is a quarter where we have 60% growth and some healthy catch up with receivables and could be new highs - market willing to pay up for something where they can see huge numbers 2 years down the track. equally disciplined investors sometimes wait until they see the final cap raise (think they may just have).
they have the footprint now for success - money in the bank,...
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