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Ann: Manalto Announces First Major Enterprise Deal, page-7

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  1. 1,412 Posts.
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    Things slowly starting to fall in to place. If further entreprise deals can be secured and financial details become more transparent, this could rocket from a relatively low base. I know of Chris Evans from another life, very well experienced, so that gives a bit of comfort.

    CR threat is somewhat ominous, depends how much they can steady overhead costs and bring in new revenues. Probably an early CY16 event if it does happen, so hopefully they can get some good news out between now and Christmas to lift the price.

    Dipped a toe this morning as it's looking pretty attractive and this is the kind of news that will put the wind in the sails for a re-rate.
 
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