Accept the quarterly confirms our platform is ‘on target’. No embellishments outside this management focus.
The company remains very much under the radar in my view. Not going anywhere until the platform goes live. As a result valuation overly muted and value does not match the internal material progress made past 6 months and ignores external hype & expectations.
certainly going to be an interesting AI space at launch. The clear impression is they have multiple customers involved early into this “launch” process. This factor alone provides a real optimism that customer take up will occur simultaneously at DH platform launch.
Another big plus is that the marketing spend is a “keep the powder dry” strategy and the strategy looks to be highly selective and an economic use of shareholder funded cash resources.
Giving the Quarterly a thumbs up.
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