@Scoonie wondering what you thought of latest from ARX - seems to me to be a very small adjustment down in FY25 guidance but a massive whack to share price? My theses was similar to your last thoughts - not a world beater but definitely an interesting company crossing to positive cash flow and profitability (which it actually did this quarter). Good product that clearly is showing efficacy - My view would be Mr Market was manic today and it may be a buying opportunity - what did you think?