Likewise Dibs. Nothing wrong with the technology and I like where they sit, but they have struggled this year to establish routes to market, the US doesn't look to have gone quite as expected and the niche 'cloudcall click' integration market is getting competitive. They need to bulk up on the Enterprise and Contact Centre space.......
I watch this every week though and may well jump back in if I see an opportunity. The Chrome integration looks great and hopefully they will find some traction .
..and glad I took my money off the table (for now). NOT deramping - honest appraisal. think the results will show a sizeable loss for the year. This is what the SP performance is clearly signalling. So, a better re-entry point may present itself in the next month or so. Story still intact but would like more information on CloudCall Chrome.
Good news guys. Well done all holders. Not a sparkling response from market but good figures. Not invested here currently as I've been realigning my pf towards other priorities but I do foresee being invested here again if things progress according to plan.
Over £3m ARR is at the top end of my expectations, and represents a continuation of the 10% per month growth, which has been constant for a long time now. At that rate, we'll be in a very strong position this time next year, with the prospect of profits the year after.
Could be a very good year here ...... the US market has the potential to go into overdrive (to rampy?)
"In the US market, the Company has been selling actively for just over 6 months and, during that time, orders received have exceeded management's initial expectations with December being the best sales month to date. As was the case in the UK, the average customer size is initially smaller, but the Board fully expects increasingly strong sales growth in the US, including an uplift in average customer size.
As the Sales Team in the US continues to develop, the Board remains confident and excited at the scale of the opportunity in a market which it believes significantly outweighs the UK."
Is anyone else getting seriously concerned by a lack of January KPIs. This coy has always been right on the button with RNS, and I was expecting something at the beginning of last week. Surely such a delay can only be bad news!
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