I did see start seeing some potential in the concept and in the...

I did see start seeing some potential in the concept and in the add on verticals , but I think it would take way too much capital to make it truly competitive. Obviously it still annoys me that we paid huge amounts for the concept which was supposed to deliver millions in Ebitda within a year. Doesn’t matter how much they unlock underlying value I can’t see us getting back what we spent on that.

I really like Asset Vision and EagleSoft but once again these early stage businesses tend to be capital hungry.


I still think TNT is where I will make back my capital that I put into PSZ, so I continue to hold this woofie in the hope that eventually it will make me some money. Will I put any more money in? Nope - dutifully took part in every previous cap raise only to see it squandered. Now I know this is a whole new company with different management, but I still won’t