Accumulation, page-120

Thanks for the perspective, watsits.

I think RAP benefits from being what the market would deem potentially disruptive and so it's very hard to put a fair value on it. I think Alcidion is much more advanced and is essentially a growth play on known drivers in a known sector. But like you say, the tailwinds could be strong for the company for a number of reasons.

Definitely one I'll be watching. Would probably like to see another one or two qtr updates to see if the momentum is gathering pace and if that involves paying slightly more, I guess that's the risk.