Hi W0mb@t, that is a sound strategy in this climate I agree . I...

Hi W0mb@t, that is a sound strategy in this climate I agree . I have sold some stock over last few months since February and like you am cautious about reinvesting . So I am being selective and topping up on what I see as value with a potential to re rate significantly .I feel with this stock and I may be wrong that the potential of the tech has significant upside and provided they deliver given the space they are in it is likely on success to be multiples from here .

It will however take time and patience is needed and of course they still have to deliver . Whilst I agree it is volatile that presents opportunity and in my view I see the downside as a few pips and the upside here as multiples if they get it right . Time will tell .We will see in the back half of the year but I feel its a good time to get set . Just my opinion of course .