I don’t know all the history and feel like the only new face here - everyone else seems to know everything that has happened or not happened in the past.
From my perspective -
They did a massive strategic review
They focussed on proving the platform capability
They got multiple points of validation
They got external validation
They got lots of money including new money and from funds and without a broker spruking it
They are turbocharging the Library and are only 10% of the way through
They are succeeding in multiplying the multiplier
They have selected the primary and secondary areas of focus
They are building to something big - I got a call from an ex-colleague in Asia who was asking about them! Says they were doing rounds last week and people were definitely interested.
Remind us of the past because that keeps it real but the commercial people are in charge now not the academic scientists.
PYC Price at posting:
3.3¢ Sentiment: Buy Disclosure: Held
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