RE: Directors Talk Interviews ........9 Mar 2022 16:17
No problem, Inthetin.
The Megabuyte comment called the CyanConnode position quite well, I thought. The contracts - the pandemic - momentum and future growth - the unprofitability.
If Megabuyte hadn't mentioned it, someone else would have done.
But the hold-up with the allocation of new/future contracts, which we hope will be rectified, as you have commented, by 15/03/2022, but I am not expecting any immediate contract news-flow, as I have mentioned before. But we do not know exactly what the time-scales are, for these potential new contracts. And more importantly, what percentage will be RF. Which is what we are interested in. So we will have to wait and see.
It should prove to be an interesting 2022 overall and beyond.
Another interesting passage from the Megabuyte report, which often gets a mention on this bb, is this:-
" Each company is assessed on a live ongoing basis over time, against five weighted KPI's, namely size, organic growth, margin improvement, EBITA margin and revenue CAGR. Companies are also placed in quartiles against its immediate peer groups and broader sectors to give a clear view of relative strengths and weaknesses. CyanConnode's outstanding performance award, recognises out-performance across the Emmerging Stars universe. The competitive criteria means only 25 companies are eligible to compete in the Emerging Stars category, across an estimated 1,000 companies in total. ( This is the interesting piece I mentioned earlier ) It's a truly independant assessment and award, that involves no fee, subscription or input, from the companies."
Cheers to you also, Inthetin.
LTI.
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