@Vandelay thanks! I appreciate the detailed explanation. The reported rebound to 8000 is clearly significant.

Not knowing the company or the sector well I was concerned that something was happening competition-wise, as it is an emerging sector. But you have recognised this in your response.

On the face of it, this look interesting and reasonably valued. I'll add it to my "new ideas to research" list.

Disc: Not held

Yeah @Vandelay I heard the pod too. Matt didn’t seem to be across that aspect of it. I’ve definitely decided to wait for the next result and not sure I understand the market well enough for it to be investable for me even then.

Ah, good to know. Thanks @Vandelay

I'm still trying to line up a chat with the management team. I'm open to understanding it better. At a quick glance the fundamentals seem to show potential. Certainly more than I initially gave it credit for.