Ann: Business Update, page-51

Im back in on BigTinCan. I originally bought in at 25c and rode up the initial wave.

This is a potential M&A arbitrage opportunity whilst buying in on long term historical support.

Theres lots of hype around AI however BTH have been delivering over the past 6 years+. Their product is not only best in class but market leading. Every business will need to adopt AI tools from MR/AR and VR and BigTinCan have the scale and blue chip customers to capitalise on this opportunity.

David Keane holds 4.1% and he has every incentive to consummate a favourable deal at 80c+. I believe we will see a deal by the end of year.

Regal hold a large positon and their cheap options relating to VWAP have concluded.

I have culled most of my unprofitable/non delivering small caps over the past year but believe this is a fantastic opportunity.