In terms of the next few months - I don't see any bear case - save the usual risks like key man and competitive threat etc
I read somewhere that there are 125 million small to medium business world wide - so DSE are fast approaching a 1% market share
I think they have everything in place to achieve that in the next few months
- the on boarding of several major new platform partners
- the streamlining of integrations / min click for set up with customers
- exceedingly attractive price point and attendant sales process (opt-out rather than opt-in)
- strong tailwind via GDPR / effectively forcing businesses to organise back-up in the cloud
Once the low-hanging fruit have been mopped up perhaps things slow down
We'll have to see whether major new regions come online - US? China? India?
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