Ann: Full Year Results Presentation 2019, page-6

The excitement of uncovering an opportunity . A B2B Platform product - platform plays need lots of Capital - and years of losses - but can result in good moats. 50% of top 50 global publishers is - on the way to a moat and - impressive IMHO for an Aus microcap. The outstanding info from the Podcast is - client is an advocate for the product - and the detail of the additional revenues unlocked by the addition of this booking platform + lowering admin opex for publishers. In the era of auto add programming fraud - the reserved premium spots / non-programmatic aspect for advertisers is another hook.