The catalyst could be management releasing numbers on how many...

The catalyst could be management releasing numbers on how many free and Covid compassionate subscription were converted to fee paying customers. If the numbers are great, then it should take off from here.

I do want these guys to introduce AI related plugins into their app. The sooner the better. Everytime I talk to my mates in the US, I become super bullish on these products. PDF documents are here to stay. People don't like reading documents and this is where these guys could also monetize. I really don't understand why its so hard to deploy these plugins.

This business has fixed costs and cost declined in this industry is very sexy. I can't work out the coefficient of revenue to cost declines but
looking at LTV and CAC it sure is attractive.