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Speqta Q3’21 Review: Awaiting the Revised Strategy - Redeye

Redeye leaves its Base Case unchanged for now, awaiting the revised strategy, following a Q3 report largely in line with our expectations. However, considering Speqta’s massive cash position, we raise our Bear Case.

Redeye leaves its Base Case unchanged for now, awaiting the revised strategy, following a Q3 report largely in line with our expectations. However, considering Speqta’s massive cash position, we raise our Bear Case.
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