Interesting meeting today. I went in with the mind set that I...

Interesting meeting today. I went in with the mind set that I would sell out once I heard what they said. Instead I bought more at lows.

There was a lot of bad there. Bad debts for example seem to have been dealt with but just magic, reverse the revenue. Bad debt be gone!

Good news though is all forwards. Growth rates are clearly accelerating while costs have dropped. Adoption of cloud telephony including recording accelerating while no AI revenues are included in forecasts. The real world examples suggest they have sales.

It appears that looking forward we are looking good so what an opportunity this share price is, but do we trust them.