Timestamps
00:00 Customer demand across key markets.
03:15 Recent logo wins & strength of pipeline.
06:30 H1 financial highlights, revenue cover & expected H2 contract renewals.
10:30 Cost control & cash runway.
14:05 How the new sales team is bedding down.
16:00 New product development & technology roadmap.
20:40 Longer term strategic objectives & future newsflow.
Disclosure: Vox markets paid me to interview Fadel Partners
Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »
