High quality companies rarely provide ‘entry opportunities’, though arguably Cerillion does at present - with shares off almost 20% versus highs - reflecting not only mixed stock market conditions, but also a lack of recent wins. However, we expect this discount to narrow, as the company has signed a major new customer, in a deal worth $11.4m/5yrs. Key customer motivations reinforce an already well understood marketing message and investment case being how Cerillion’s SaaS-based, productised B/O ....
