Looks like we’re singing from a similar Hymn book. Great to have some sharing of numbers. Plenty of rhetoric, opinion, stabs in the dark and ‘gut feel’ on HC, but not many sharing their actual analysis and supporting their assertions with some evidence or underlying assumptions.
I’m feeling pretty ok about ICQ prospects. Just needs a couple of solid quarters to kick start the FOMO
Ann: Appendix 4C - quarterly, page-17
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