Everything on the market is a bet, of discount to = Prize X probability x speed to market.
When Prize is potentially huge, and probability is already at least crawling along in first gear, then while speed to market has been the Achilles heel, the potential of massive expansion, both ups Prize and potential Speed in the forward years.
The dynamics greatly change, if the keys open this china door.
And a speculative market, should be paying more for what progression matures on this front.
Ann: OSX receives A$10m commitment for commercialisation in China, page-17
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