AR9 1.20% 8.4¢ archtis limited

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    lightbulb Created with Sketch. 237
    Thanks for sharing.

    Annoying to hear the continual mispronunciation of the name.

    That aside, the core areas of focus, being CF+, conversion of big domestic, and big international licence based contracts are the right targets.

    The impact of licence pull-through will be very interesting to watch unfold.

    I really hope management can ensure the market understands the sales cycles, and the net effect of services based revenue eventually dropping, creating a potentially artifical suppression on revenue growth, as gross margins start to materially expand in the face of licence based revenue becoming the predominant component of revenue.
 
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