Let me start by saying I am not a share holder have been...

Let me start by saying I am not a share holder have been stalking for a long time, was excited to have Miles as the Chair. I also love the concept of what they are trying to do and having worked in that environoment there is a real need, there is compeition and there are systems to share and collaborate used by the big players. These can be multi vendor but there is a gap in the market.

So love the concept, love the market and I think being Australian owned company is a good thing. I also think a solid chairman

However the reason I am still a sell/unheld is I just don't see a clear agressive sales strategy or engagement and I recently listened to the https://www.cybersecurityconnect.com.au/podcast podcast on the 29th of OCtober and my confidence was not enhanced, I did not feel a level of confidence and clear message of why to buy. I think they need some Gun/Guns with a real stake to push this along. For now I am going to sit on the sidelines and I will jump in when :

1) Clear strong sales management team with skin in the game
2) New exectuive (not saying Daniel should leave maybe leads strategy, or some hihgly incented team through performance rights/RSU/Options) or some evidence that growth can be pushed
3) it gets in the multiple range of Ansarada with a premium for defence and longer term deals (maybe 50%+, cash adjusted) - So I am a buy at the 13-14c mark

Until then I don't see it being good value,as it is like a defence highly secure Ansarada (AND)