Ann: NET announces China revenue from China Telecom Wuxi Pilot, page-9

Hi Max, yes i have taken a big risk I know but for some reason I have always felt (despite all the trauma) that there was something here. I kept chipping away all the way down so almost back to break-even. The good part of that is I necessarily have quite a few now so if it does go ka-boom one day it will well and truly have been worth the pain.

It's possible you attended a meeting I went to in about 2015 when Tim Gooch espoused his view that this would become a billion dollar business one day due to the unique nature of whatever it was they had then - I have never forgotten that.