Sorry also where did you find that 80% of new orders are from existing customers? I am also long SOM and have done significant amount of research however haven't found either of these stats. Even more bullish now however! thanks again for a great article
Sorry also where did you find that 80% of new orders are from existing customers? I am also long SOM and have done significant amount of research however haven't found either of these stats. Even more bullish now however! thanks again for a great article
Thanks for the article - where did you source the stat of 97% market share as I haven't seen before?
excellent article, totally agree, wrongly priced for the margins it makes.
Thank you for this terrific article. Question: who's estimate for 2022 is that? Would we expect any mean reversion in the next few years? Thanks