We're still in the game. The opex flows in the FY were ok,...

We're still in the game. The opex flows in the FY were ok, unlike a complete dog that spends all cash on employees and admin and not much on dev or marketing. My perception of the report was that they are having a genuine crack.

Overall they've broadly done what they said they would. The biggest positive is the product I think. It looks like a nice piece of work with a nice website. We are primed for customers now although we may need to spend more on marketing like Geoff mentioned in the recent video from memory.

Hopefully they deliver on the revenue increase in 2Y of this CY. My biggest concern is macro economic conditions opposed to company factors.

We've still got at least one more CR in the magazine whilst still allowing for some SP upside. I don't like speccy's with > 1.5B shares. Upside becomes limited although it is relative to revenue / eps.

When I googled 'remote rental inspection' pirsee does not come up. However googling 'video rental inspection' displayed a pirsee Ad on the first page so that's good. We need a bump in the search results!