UBS Research out Friday says that its reassessed MP1's SD-WAN revenue potential.

"In our view, MP1 being added to Cisco's global price list in Jul-21 should be a major tailwind and the opportunity could be very large, but we need to assess initial momentum. We remain positive on the story, however we want to see signs that the new sales initatives in place (mainly around the indirect channel) are driving stronger port growth (to be assessed at 4Q21 on 22nd Jul) – Buy."

UBS Valuation $17.10     
 

Fridays close: Down 1.9% to $14.92 

I did own MP1 but the long term nature of it, as in really long term, as its infrustructure, before the price would start to move up made me wonder if I could enjure the short term pain when theres other companies to buy. So I sold.
Currently I dont have spare cash to invest (and if I did it would go into the US market direct)
But for other people this might be a good to put on the Radar, or have another look at it.

Mark