When we go live with Cisco Webex in the next quarter (beginning Jan 2022), I think MC will be north of $600m. If the business quarterly results show an increase in operating cash flow, I predict a MC close to 1bn in the next quarter.
This news is so big the market is yet to wake up to this.
We have the momentum, only ASX co with direct exposure to Metaverse, so many different revenue streams, management delivering, and supply-side getting tighter - this is a great setup for a significant re-rate!
And the company will be even more valuable in six months' time !!
My portfolio is actually not a portfolio anymore - VR1!
Well if it is good enough for Waren Buffet to have one stock, VR1 is damn good enough for me
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