Ryan

[Ryan @ryanxctt]

@MoatOwl Thanks and agreed on the proxy!

Given that price on Friday close is sitting around pre-FY25 earnings levels, I expect a slight sell-off this week on the CERKS update. Hoping management provides colour on R&D spend and ex-CERKS growth efforts at AGM.

Happy to chat more!

[Ryan @ryanxctt]

@MoatOwl Hey thanks for sharing, your previous post brought my attention to BBW last week!
I was wondering how you derived these subscription revenues for Convene from FY24 onwards. Could you share how you estimated the CERKS revenue to strip out?

[Ryan @ryanxctt]

@shawnlim Survival mode. I expected nothing less 🫡

[Ryan @ryanxctt]

@shawnlim Hope they gave food

[Ryan @ryanxctt]

@gunsnrosesgirl3 @shawnlim

[HOW THINGS WORK @HowThingsWork_]

F1 X Apple Vision Pro looks a pretty awesome combination for the future! 🏎️�

[Barsee 🐶 @heyBarsee]

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