Sentiment shared and no issues at all with your investment rationale. EML was an absolute killer for me. One of the best investments I’ve made. My thesis on that was simple; the gaming and wagering industry is massive, they copy each other and do so fairly quickly, plus they spend a LOT on marketing.
OLV hits the sweet spot, and based on the uptake they’ve been getting from gaming & wagering providers, I’d say that thesis is spot on IMO.
$6M MC. Management own a large chuck, will move quickly when the market realises the true value of OLV.
OLV Price at posting:
3.1¢ Sentiment: Buy Disclosure: Held
