Hey pap1,
I'm curious your thoughts on their cost structure and when/why they inflect to FCF positive and what those margins look like. Despite the relentless focus on "CATS is an AI/ML company", CATS seems to... login to read the rest
Met him at the first roadshow a few years back. Extremely promotional guy. Very hard to read. Very defensive. Certainly not your run of the mill public small cap CEO.
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