@Mujo as per below Business Breakdowns also did a podcast on INTU and mentioned the XRO push into US as a fail. worth listening to, just for info if nothing else.

below is the last 6 haves, rev cfo and pbt. the last year had $42m in acquisition rev. At $80 11-12x rev TTM. XRO is/was the tech insto favourite so traded on 20x sales at one stage. given the lack of earnings there is a possibility of it gets marked down if the Fed goes hard or long or both. choose your own multiple of sales, under 5x would be a great price. disc not held