Generally the big money is made by getting set prior to the...

Generally the big money is made by getting set prior to the instos arriving. If you are reading about it in an analyst report then you are too late. If the instos have already arrived you are "generally" too late as the big re-rate has already happened. Whilst there is potentially more upside from $320M, no doubt the double digit bags have already been made by seed and IPO investors. I can see one or two bags potentially from here. Of course it all depends on large contracts from now on if you are to see your double digit SP ($1.5 Billion valuation).