Relax man, I think you need to relax. You are polluting these...

Relax man, I think you need to relax. You are polluting these threads with negativity. Please, just stick to discussing the facts, and any valuable insights/information you may have on NET. The rest is a distraction.

I am growing to believe NET has a moat technology, through their 80% ownership of the proprietor of VSN, or at least first-mover advantage in an often overlooked, but fundamental segment of the IT industry. Justinr, certainly seems to think so. I am trying to confirm this, as it would underpin my investment thesis going forward.

Hotcopper is a space for sober analysis, sharing insight, interpretation and well-founded opinion. Both positive and negative. We must be open to constructive criticism of our investment, as that is how risk is identified, nothing should be so sacred as to silence speech. I am happy to share my views with you.

Good luck, mate.