Ann: Investor Presentation December 2016, page-29

I got in yesterday at the open and wish had bought more. The value proposition here is a triangulation of social media, in-car experience and man-machine connectivity (in the form of natural language processing and speech recognition). That convergence makes this service highly specialised but ripe for acquisition by either a social network to expand channel reach, auto-maker to expand the over all experience proposition or a software platform provider like Android. Current market cap for a company with a proven technology as well as a major league client seems extremely modest. Tech companies get bought out for far more with far less under the hood. I would accumulate over the next couple of weeks and forget about this for when the acquisition comes.