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Re: Odbijamy!
Zgłoś do moderatoraKrępy - your thoughts are well taken. You are spot on about outsourcing.
I would hope to see them reach that level by August. Personally I like their model, I like the enthusiasm of their management etc. What worries me is that in a pervasive market slowdown many of their clients (whose products are very discretionary) may see significant flattening or a diminution in sales unit volume which wold have a knock on effect for ARR.
I would like to see them look to diversify some to areas that may not be as sensitive to the discretionary buyer market.
A beer says they will be at no more than 9pln as of August 28th. (mark your calendar! mine is) Loser chooses the location (in Warsaw)
I would hope to see them reach that level by August. Personally I like their model, I like the enthusiasm of their management etc. What worries me is that in a pervasive market slowdown many of their clients (whose products are very discretionary) may see significant flattening or a diminution in sales unit volume which wold have a knock on effect for ARR.
I would like to see them look to diversify some to areas that may not be as sensitive to the discretionary buyer market.
A beer says they will be at no more than 9pln as of August 28th. (mark your calendar! mine is) Loser chooses the location (in Warsaw)
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