Ann: Appendix 4C - December 2017 quarter, page-9

This is an interesting investment for me to look back ... I bought into the IPO, I also (foolishly!) even bought more above the IPO price. I could see OLV doing an EML over time. As it fell further and further I genuinely wondered whether I had missed the point. I spoke with plenty of people about it (inc. some of the team at some points in time). But i kept coming back to my original thesis. IF they could get into the gambling sector it was a copycat game, and then it was just a matter of time. Well good news all, TIME HAS COME.