@Chagsy this is my thesis in a nutshell
But on a more serious note. I got a very cheap price from a distressed seller on an okay business with enough runway to get to break even mid this year. The unit economics seem real and are decent so its has the ability to scale with steady wins. A mate in the mining biz says surveying solutions that cos like DLT provide are being increasingly outsourced which means growth potential is real. Can it scale enough to be well priced as a listed entity? idk but at $0.005 entry I get a call option to find out. Probs something that should be a private co or swallowed up by a bigger group to form part of a bigger solution package. I do note that whilst my fund is large in co, its is tiny in my fund, buyer beware.