RPMGlobal Holdings Ltd - Guidance Re-Affirmed, Though Strong 2H Sales Growth & Cost Control Required
FY23 EBITDA guidance for $14.2m re-affirmed, albeit with higher weighting towards subscription sales and lower contribution from consulting &...
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RPMGlobal Holdings Ltd - Strong FY23 Guidance Implies Significant Operating Leverage
Ending ARR of $33m (+50%/$11m on pcp) with $56m TCV of software licences sold during the year (including 54 customers signing new product contracts).
357 Views
RPMGlobal (ASX:RUL) - Investment Summary
EBITDA CAGR of ~50% (FY22-25e) as platform costs amortise over a growing base of high-margin subscription sales, supported by deep up/cross sell...
386 Views
CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company
Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...
4.5k Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
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