Yes and no, TZ. Agree, a couple of gaps down there that could get hit. But at low two's the MC comes into play.
4c could go either way. If the last Q result was just due to delays in pre-payments and pending deal awards, and given the recent DaaS upgrade award, could just as easily surprise to the upside. At some stage they have to be booking more than 3k a month, right?
Also a few ripples on TWTR. Who knows where ripples start and where they end up?
Machine Learning, Deep Learning - lots going on. Not as if they're sitting on their hands. Everything points to increasing momentum, deeper collaboration with Autodesk and Bentley's, plus RR making inroads.
There is every possibility of them dropping a few decent deals in quick succession. I don't want to be out when that happens.
Ian's statements re CFP is consistent. With his background, he wouldn't be saying it if he wasn't confident.
For me, it's an accumulate.
3DP Price at posting:
2.9¢ Sentiment: Buy Disclosure: Held
