I disagree, ACX is leaps and bounds a better growth story than UBN, simply because the global construction companies just love the product and have integrated it into their world scale projects. The growth at this moment is phenomenal and risks are low due to the fact that once you integrate software into projects, its costly and difficult to change. The addressable market for ACX is also very large, maybe not on the scale of the number of clients but these companies are behemoths that control the majority of the construction industry. Anyway, UBN is a niche market player and no doubt it has a place but I'm only saying that at this stage don't know what the MC should be, and perhaps its overpriced hence the selling.
