Nice analysis @saintex.
The acquisitions of Mighway and SHAREaCAMPER is a good win too. It adds 900 RVs to the Camplify platform, start a strategic relationship with Tourism Holdings and makes Camplify the only NZ operator at scale (Aussies represent ~40% of tourists to NZ)
The recent results where very strong on the international front where building local inventory networks with a strong global brand is going to be key for Camplify’s long term success.
We wrote more about this in our October update - https://www.andycrebar.com/p/mopoke-cloud-october-2021
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