XRO 1.10% $132.54 xero limited

I've just seen ERD.ax as well. Hardware enabled SAAS in the...

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    I've just seen ERD.ax as well. Hardware enabled SAAS in the transportation space. Looks like it might be a touch expensive at the moment as they just raised for a purchase and I think the hype is still around the SP, but they're ~5x ARR.
 
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