Cash burn is why they are getting punished...but also in 18...

Cash burn is why they are getting punished...but also in 18 months time expected ARR would be 93m and growing. The problem, I think, is the disconnect with traditional stock holders v.s. growth stock holders. Traditional ones look at the company and see a company that hasn't made a profit and has a negative cash burn. Growth holders see the relationships that have been built, total addressable market and whether or not a profit can be made in the long term. I'm obviosly on the latter camp but I also remember buying afterpay at $2 thinking that the company financials were terrible but the idea was awesome. Like all growth stocks, by the time that financials prove themselves the stock price will also be reflected accordingly.