- They are diversifying manufacturing and reducing reliance on China. It's a smart move given the global supply issues, lockdowns and political circumstances.
- eCommerce will complement existing distribution channels, not compete - again, you should have listened to the webinar.
- In FY22 they made $0.7m from just a small number of software enhancements. I would expect this number to grow as the software add-on feature-set expands.
- They own Timecode Systems which was acquired in 2019. That business already has a number of products and the Wireless AirGlu system integrated into the new Connect range is a byproduct of that acquisition.
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