Ann: Netlinkz announces First Pilot underway in Sydney IoT Lab, page-12

Bob,
You seem self-conflicted. If you are as sceptical as you say you are why put your position as Buy when at best you are a weak Hold. That's not an unreasonable position to take, except that with indications of growing interest in China, Japan and globally for secure digital communication, a Speculative Buy position seems more appropriate.