Hello Inferno, all regulars.I am in over the past fortnight...

Hello Inferno, all regulars.

I am in over the past fortnight accumulating.

I came upon the company via the Eureka Report's podcast interview with the CEO. Thereafter read the half-yearly presentation and your commentary here. Interesting dialogue amongst you all.

Cash burn seems minimal and they have weathered the COVID experience quite well. This appears to be a high-touch sales channel so arguably has been impacted by COVID. Reading between the lines here I have assumed a level of negative COVID impact to growth and thus plenty of upside potential. Life changing technology here, minimal competition, growing TAM (Japan expansion is great), great margins, and an ethical investment.