Aware trades at .72x EV/OCF despite having transitioned to a cash-generative SAAS company growing ARR at 20% YoY.
What a day! Is this your best performing day ever? Seems like all of the ideas I learned about first from you are working at the same time.
Why would you annualize IRS claim + unbilled receivables collection?
Co has 18m of rev and 25m of costs ex writeoff. They're gonna be burning some cash before hitting cash neutral.
Co has ample NOLs for several quarters + receivables timing differences should net out over the course of the year. Let's see what Thursday's earnings bring.
Why are you annualizing if it nets out?
What a day! Is this your best performing day ever? Seems like all of the ideas I learned about first from you are working at the same time.
Why would you annualize IRS claim + unbilled receivables collection?
Co has 18m of rev and 25m of costs ex writeoff. They're gonna be burning some cash before hitting cash neutral.
Co has ample NOLs for several quarters + receivables timing differences should net out over the course of the year. Let's see what Thursday's earnings bring.
Why are you annualizing if it nets out?