There are some good pickin's in the tech sector just now.
The tide is out, and all manner of gems are glistening in the wet sands.
I think this is one of 'em.
LSH's client/collaborator base has plenty of gravitas (names like BBraune, Beurer, Roche, Deutsche Telekom, KBV), the Company has a clear implementation plan laid out and plenty of cash to achieve it.
I like the relatively modest capital structure, and the way Peak is pretty much in control of the registry.
If nothing else, have a listen to Talbot and Schraps 's remarks in response to Niv's questions from about 11':30 on the clip.
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