A rare ASX artificial intelligence play, page-36

@PVPVG

That was a great podcast (and only a couple of weeks old). I encourage anyone interested to listen here:

https://blog.midstage.org/p/095-icetana-ai-we-write-ai-that-keeps-people-safe

I see what you mean about the "potential sales" pipeline. If it does end up being 3 or 4 times the previous contract, that's a big re-rate, if it eventuates.

I also think we held up extremely well today in a tough market. Things need to consolidate before another leg up. We had two consecutive days of +64% and +104% respectively.

Having a cornerstone investor like SoftBank, who are also going to be marketing the Icetana solution, is invaluable.

Something to keep in mind on red days - stocks don't go up in a straight line (most of the time anyway). I remember when I first bought TNY in early 2019 and it went from about 30 cents to 60 cents and fell back a bit. The story wasn't over though, and in the following 6 months it eventually went to $3. But it had pauses, plenty of sideways movement, and lots of ups and downs.

Not saying that will happen here of course. But I think this has a great investment narrative in a hot sector (artificial intelligence) with a growing trend (increasing automation of security).

Just my personal take.