Ann: NBL signs up to Linius Video Personalization Services., page-43

Thanks for the reply

Im a US focussed investor .. predominantly in the SaaS space the only other ASX small cap I have is 3DP Pointerra and that is kicking nice goals the last year and specifically last month or so - its actually my largest position which is odd (given its market cap - my US plays are 1-15b $ co's) but I have high conviction knowing the industry somewhat. I feel LNU is much more speculative and agree it has very very high r/r

I will put together a tracking spreadsheet for LNU over next couple of days similar to my 3DP and share it with the board one https://docs.google.com/spreadsheets/d/16pBLkDv5r-SXFpI_sKp8HACqy6rGhZ42LnvO7IheMzY/edit?usp=sharing

I took a starter and will want to see the next quarterly (or more client wins) before adding. I will probably only give it 2-3 quarters due to the cash position and then I might be out. But hopefully they can execute and I'll slowly add to position

Cheers to the posters above for the additional info also

To reiterate for me I'm a mad hoops guy and Kestleman is a gun so if he's incentivised to make it work for bball then I'm in - he's a make stuff happen kind of guy - what he's done with NBL in short time is amazing - getting 2m views on Facebook after signing LaMelo Ball via NextStars just shows his nous. Maybe he sees the initial pipeline is building a channel(s) around these potential US draft picks that come here for viewing / marketing to the US market

Watching with interest