
AI media reported a 2% decrease in revenue- the market doesnt like it- however as has been laid out here before this misses the fact that tech SaaS revenue is growing whilst the old revenue model is deliberately being phased lower.
tony reiterated his FY29 outlook which may be overly optomistic however there is a large margin of safety at todays current market cap!
encoder sales are increasing
tech sales are increasing
LEXI voice and LEXI AI are expected to contribute to revenue over the next 1-2 years.
i think the market is missing a trick here and i have topped up on todays weakenss making AIM my second largest holding in RL
keen to hear the brains trusts opinions on todays results