Agree, HR. Ted's putting in a lot of effort to explain the...

Agree, HR.

Ted's putting in a lot of effort to explain the business and the wider market. I think that's commendable.

Engage is on the right side of the supply-demand equation, they have proprietary AI driving the platform and attractive margins in a high-growth market with low fixed costs.

I hope he doesn't go a retail SPP. If anyone wants in, there are plenty of opportunites to get set at these prices. I'm certainly not banking on having an opportunity at lower VWAP than now.

Current MC doesn't reflect the business over next two quarters, let alone the next year or two. That will change when the numbers come in.

Bearing in mind also, we're yet to see the impact of YeahMobi, the Top 5 Indian Digital Advertising company, Unity or the next acquisition.

It's been a rough ride since IPO and a lot of people are feeling the pinch, but there's also a heck of a lot going on to make this an attractive growth play from here on in.