Not sure how the Thales/Gemalto deal will play out in terms of its potential effects on SEN, but I think 2018 will be a big year for the cyber securtiy sector with regs and deadlines coming into force.
Been a long term holder, but topping up at these levels, as I see more upside risk than downside.
I believe there has been a lot of stock accumulated over the last 8-9 months.
Upswings have been on higher relative volumes than the downswings.
Looking forward to a re-rate in 2018, following on from increases in revenue and market opportunities.
Cheers,
Not sure how the Thales/Gemalto deal will play out in terms of...
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