Originally Posted by
blobbles
Yup, I reckon the worm turned in 2019, it is now a very good looking company (finally, after years of bulls*#t under VMob branding and crap management). I guess there was only one way to go though?
I reckon you guys should have a "Very optimistic" scenario. It seems like all your scenarios have an "organic growth" component. But there is a chance they onboard some more large customers this year and double their numbers. Their offering get's more and more compelling as their tech improves. Their tech could be huge for the marketing departments of any large companies that aren't quite there yet. Hence they are a very attractive proposition for a number of large companies trying to sell their product in a world where consumers are suddenly watching their spending closely.