Watching the video of the half year CEO presentation yesterday said a lot about the company.
Not as much as today's update though- this company is making a very nice return on the current investment.
The CEO explained the deferred revenue well which shows how we are also holding a decent some of revenue in advance on the balance sheet that will be moving over to the P&L over the next few years.
Its worth staying put in this and collecting the new dividend stream that starts later this year.
Watching the video of the half year CEO presentation yesterday...
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