Reverse Engineering Expectations of the Q2-FY20 Result and Beyond, page-24

Apologies for such awful sentence construction last night with the above posts. I had gotten off a plane a few hours earlier and made the mistake of sitting at my keyboard at 2 am. I was so impressed with TEP's outline and gday's contribution that I started typing. I also enjoyed glo's counterpoints.....thank you.

I hope the gist of what I was trying to say makes some sense. I will come back to it when I can. My premise is that instead of trying to forecast the ARR, we should instead ask ourselves what the valuation is telling us that the ARR growth is going to be.

One further thing. I wanted to send all my best wishes to Australian investors, especially those that are being affected by the fires. We are seeing vivid and disturbing images on our TV screens here in the US. You are in our thoughts and prayers. I hope y'all emerge relatively unscathed .