Ann: Becoming a substantial holder, page-66

Absolutely he is.

https://www.businesswire.com/news/home/20120828005159/en/Endace-and-O2-Networks-Partner-to-Extend-Reach-Into-Australia

Was working in data centers since the 2010's at least. Was a c-suite executive (Network operations director) for O2 Networks.

Must have been something special as Telstra purchased the company for $60M:

https://www.technologydecisions.com.au/content/it-management/article/telstra-buys-o2-networks-for-6-million-1380093275

"O2 provides data networking and network security solutions and services, is headquartered in Melbourne and has more than 100 staff. Telstra Network Applications and Services (NAS) Executive Director Michelle Bendschneider couched the acquisition as a way for Telstra to better help its customers “securely integrate networks, data centres and cloud-based applications”."Our core capability has been in run and operate. We recognised we wanted to get into front end of customer engagement, where customers go to market, try to make sense of emerging technology. And to that, do consulting, not just run and manage,” CRN quoted Bendschneider as saying.

JUST THE TYPE PERSON TO KNOW HOW MUCH OF THE DRAM MARKET 4DS WILL SUBSTITUTE

Long term conviction - tick
Industry expertise - tick
Material portfolio size - tick

Kel knows what a steal this is. Potential billionaire. Good on him!