Actually having read into it a bit closer, I guess it's not as...

Actually having read into it a bit closer, I guess it's not as bad to the extent I initially had thought. I hold the same view on their announcements and comparisons which is....smh. I would be interested to see how its actual core business (w/o akwa) has tracked. If we presume flat from Akwa this year (perhaps $7m) on a Dec yr end, the Dem business itself would seem to have generated decent sales growth this year even at the lower end of guidance (but seeing where recurring sits is arguably most important).

Still way off the mark, but at least business is progressing in the right direction. I guess we have to keep in mind that the sales cycles are particularly long. There are plenty of (new) tech floating around this space and playing devil's advocate, their tech might not be necessarily better than others. As for Virtual Curtain, that is rather a HK subsidiary of an Australian non-listed public company. But hmmm agreed on China...