ACX continues to win clients. The share price is expensive but for a reason. It is winning the big clients who are subscribers to their software and thus the earnings will become sticky as it is very difficult to leave once installed.
The ROE and economies of scale will continue to rise with a growing moat.
ACX ticks all the right boxes.
If you want to lose money put in the bank or on bank stocks.
If you want to make money put it to work in a disrupting technology that is GLOBAL and the best in class. ACX helps with costs of major projects and infrastructure in a deflationary global cycle as the big MINERS and GOVERNMENTS seek to cut costs. WINNING.
ACX Price at posting:
$7.86 Sentiment: Buy Disclosure: Held
