If they are all near capacity, that would be a problem - that...

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    If they are all near capacity, that would be a problem - that would have meant that management did not plan ahead or underestimated utilisation.

    I am quietly confident that management know what they're doing, and they have prepared ahead for the surge of customers that they will be converting in the next 12-24 months.

    What we will need to watch closely is OPEX and Sales / Customer conversions / Upsells.
 
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