I agree, once the product go lives with channel partners I think it will be a game changer. 9SP's don't have to onboard that many SME's relative to the channel partners pool of SMEs to achieve their minimum revenues so the leverage in the model should become apparent to the market.
Interesting in the Fosters report they allude to "Deals continue to be worked up so news flow in next few months should be strong". I would have thought this is a reasonably strong comment to make because "deals" implies potentially the Deloitte UK deal and another. I hope 9SP do release more info to the market because this will be a news flow driven stock for some time and investor education is a key part of it.
9SP Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held