XRG are not big and they appear to be working the problem, ie....

XRG are not big and they appear to be working the problem, ie. getting effective gear and solutions to an obviously important market, a significant problem that needs solving. Crucial they focus on that. Much easier to justify to those in the know rather than us mugs. Last time they kicked the can, they only got half subscriptions. Share price increased tenfold after that. Another thing is that this market is really a closed shop or secretive thing. They sort of need a bit of privacy to work effectively with the potential users to come up with a great product suite.