Interesting article, page-33

I agree the revenue expectations are priced in at the moment, however the issue I see is that ISX is a relatively new company (founded 2013, listed 2015) and has a lot of growing to do. The technology part has now been proven, but they are still building out the team, and need to ensure technology remains current and can handle the incremental volumes of traffic as more customers are integrated, all processes are in place, etc. All of which carries some execution risk. Not suggesting JK and team are not capable, as with any business getting bigger causes growing pains that's all.

I'm happy to keep holding at this stage.

Cheers,