RE: Allenby research note14 May 2024 13:31
I recall seeing a few Edison reports but I was heavily put off by the high reliance on China and Covid issues so brushed off any reports and my interest... turned to ecommerce companies
Noticed Mirriad again on the MSFT collaboration started researching where they were up to and was very happy to see they had discontinued China ops and focus on US (which is most liberal on PP) liked all the automation work with partners Noticed no research notes available so went with the webinar verbal $25 mill revenue per US TIER1 client just not seen revenue forecast figures for the past few years I should of said as I disregarded the past mistakes...