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Ann: Change in substantial holding - Tillett, page-44

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    Can't compare the two companies, they're in a different sector, RAC gained huge growth because it was a biotech and that index rose due to covid, it also had help from the reddit FOMO crowd....

    Also, the SOI, is around 2.5x more in SIS than RAC, so if you were only looking at that, you would have to divide the SP by 2.5 to get an accurate SP = ~$1.69 if you take RAC's peak SP of $4.23.

    I have faith the board and management will get SIS off the ground, but it will take time and I'm happy to hold a small number over that time.
 
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