My comments since I can't use the other thread
My sentiment is no different from what it was when I left the Sydney presentation. These guys know their stuff. And they are straight. There is no fluff and I didn't get any sense of exaggeration
As for Alexicool vs FR. I understood from the response that the essential difference in terms of the revenue stream of the two is that Alexicool currently has a shorter sales cycle in the market they are currently selling to. The FR sales cycle is longer for a whole variety of reasons.
So I don't think it matters that at this stage what each of them represent in terms of the proportion of revenue. It will be interesting to see whether that same pattern exists as Alexicool shifts to other possible markets
Parsifal
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