I've been taking a look at this stock recently, hence the request for a meeting which @Strawman has actioned (thanks again). It has some of the characteristics which get me interested. SAAS model, long growth runway, inflecting profitability.

Its SP has been smashed following the Quarterly Report released 2 days ago (20th Jan) falling ~ 30%.

The main concerns appear to be missed revenue expectations and foreign currency headwinds (as US denominated revenue is very significant for QOR).

Nevertheless QOR demonstrated FCF profitability of 8.9 mil for the 1st half 2026, gross margins of 92%, Net retention of 102%(?) and ARR growth of 19%.

I think part of the headwind is also the sticky inflation narrative which I think is affecting a lot of tech stocks.

Finally I guess as referenced in the announcement there's concern for SAAS businesses out of the AI boom and the ease with which businesses might engineer their own solutions and dump SAAS subscriptions. Not an issue at this early stage as demonstrated by the retention above. Although I'm not confident that this is not an issue I do wonder if there are parallels to the Resmed ozempic crisis of confidence and we all know how that turned out... Looking forward to the meeting.