Too late to buy in?, page-22

Hi Crystal

I just entered this stock for a couple of reasons:

• The story is great, I really love it. Now I have to keep checking that story
• The tech aspect makes me much more comfortable analysing the company employees skills 
• Not a penny stock, this is why the company came on my radar. Less risk, lower returns but I am cool with that
• Better management team with strong business acumen, much better than the previous one
• I bet that they will break even this year, I am willing to be wrong, and I probably will
• In my views, the balance sheet is still not there but seriously improving
• Strong buy from insiders and at a high price for some.

Things to keep an eye on:

• Deploying in multiple markets, always hard (UK and US)
• A competitor that develops a first class tech company in the same space, because let's face it BID is not there yet
• Their people, they have been to many changes lately, talent retention is key
• Slow or non-existent exploration of new applications, there is much more than energy bills 
• Adoption by the retail market; to grow there I think they will need to get new skills soon, for example, serious product design skills 
• Distributing dividends, I hope to never see this ever in the next 10 years
• CR coming, no doubts.