The new CEO is a great talker, i found myself coming away from this chat more than a little bullish!

But, then again, I often do. Which is why it's important fellow straw-people throw some cold water on things.

Still, in terms of the positive, it looks like a business with a great piece of tech, genuinely world leading, with a huge opportunity and right on the cusp of commercialisation. And, it seems, with a pretty decent moat. The share price has gone near vertical in recent times (up 5x since we last spoke with the business), but i dare say it's still cheap if they can deliver on their plans. (And, of course, it's likewise crazy expensive if they can't!).

Dustin was saying he's burning through about $1m per month, and that means they will be raising capital in the not too distant future. Not a bad thing if that's used to fund high-return endeavours, of course, but worth being mindful of.

Anyway, i'll let you be the judge. Recording is on the meetings page and the transcript is here:

EIQ Transcript.pdf