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.
3DP Price at posting:
5.7¢ Sentiment: Buy Disclosure: Held
