We shall see - there were a couple of big changes in the last few months - new CEO, offloading legacy business, big focus on flogging eMite. My main concern is underperformance of Snare - that should have been flying with all the news around cyber attacks etc. Hopefully the new CEO gets that back on track. I should have got out when MicroEquities started offloading. Lesson learned. They still hold a decent chunk.
It changed from a fast-growth play to a turnaround play while I wasn't watching. Hopefully we get some news soon on how that turnaround is going, but given the 10% drop today someone may know it isn't going so well...
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