2 Comments
User's avatar
Samuel Makota's avatar

Great detective work on VAM! Really curious to know when we'll get some solid official updates from management on this, and how many JRAs are in various states of play...

Expand full comment
Dean's avatar

I would be curious to hear your thoughts on QIS once you get through it. I looked in 2022/23 and had a hard time seeing what their multiple would be with their organic growth profile.

Expand full comment