NSW Goverment Sailpoint software licence, page-54

AR9 and their major shareholder Merchant Group are pump merchants (pun intended). The bubble will burst at some point. Sadly we are at the other end of the spectrum - lot of good news but our management either doesn’t want or doesn’t know how to convey it to the market.

If the rest of my portfolio wasn’t flying I’d be more irritated / anxious. I still feel my trigger finger trembling over VOR at times but I can’t bring myself to do it because I expect a savage rerate on announcement of the TSI divestment / new acquisition. Hard to be patient when the rest of the cyber sector is in party mode but I still believe it will pay off here.