Ann: Protecting Global Electronic Cosumer Goods in China, page-13

With all these tech play that have apparent disruptive technology, the key to short/medium trades is to consider the speed and penetration into the market. Are the new contracts immediately bankable?

In recent years we've seen many that aren't, at least not to the expectation that the hype forecasted: IOT; SYT; BUD, just to name a few. Others, like DSE, have immediate revenue and don't rely on their specific segment of the industry to develop for sales etc.

My guess regarding YPB is that they also fit the immediate bankable category. This is because of several reasons: ready to market; high demand for product; ability for quick take-up; and low cost deployment.