@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!
@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?