Re-pivot = massive cash flow ahead19 Jul 2024 15:24
Fdev doesn't need to do much from here, just stop steering away from their core CMS business. That alone should improve margins enough that they should trade at single digit ev/p. Likely a boyout candidate from a PE or perhaps Paradox (good fit) given the depressed pricing (was understandable before the re-pivot back to core business)
I will likely add more