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Any news out there?, page-155

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    Great thanks for sharing!


    Useful to hear Ian's rationale for a billion dollar business (market segmentation explanation) as well as the logic for not doing a CR when the price was high (needing to deploy the money rather than staying lean).


    Seems as though they're still finding their way a little even though they are making progress through partnerships. I find that a little disappointing given the bullish statements in previous 4Cs and the like that saw the SP run up high.

    Though I can see it's also Ian's style to get on with the job, so I remain confident that opportunities will land and I'll likely end up being quite impressed - given the burn rate is manageable etc.

    Was great to get to know Ian a little better.
 
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