Bull case for this little discussed stock:

• Similar business model to Technology One.
• Subscription revenue compounding at 35% last several years without any hiccups.
• Profitable (although perhaps it should be more profitable than it is?)
• Revenue now 1/4 that of Technology One with growing list of clients and increased revenue from clients (upselling etc)
• Market cap of 394 mil compared with Technology One's market cap of 6.2 billion...

I suppose the question is, is their apparently poor profitability down to the gorilla game and Technology One's ascendancy or does their compounding revenue growth suggest that operating leverage will kick in at some point and this will be a winner?

One for a meeting if they were amenable @Strawman ?

Gaz