I suggest that people interested in what business Netlinkz is...

I suggest that people interested in what business Netlinkz is actually in, go back and read the AGM presentation where product and market development was outlined very clearly. Focusing on VIN sales and VIN product is not likely to add much value to your understanding of the Company and its direction.

In this context - the sales growth numbers - speak for themselves as does re-confirmation of revenue targets, something which not many listed companies are able to or confident enough to do given the awful COVID situation.

Perhaps investors might like to consider what similar companies in Australia offering similar services have been able to achieve and how much capital they have employed in achieving what they have achieved and how much time it has taken them to get where they are -and make comparisons - it is an illuminating exercise.

Perhaps those inclined to consider valuation might refer to revenue to multiple ranges appropriate to developing tech companies and again look for comparison in Australia and overseas to gauge what sort of valuation might make sense from this perspective. Again this exercise is illuminating. Just type in what revenue is expected or achieved and refer to capitalisation and choose a mutliple - do the same for comparable companies and then think about the price or capitalisation implications taking a rational perspective.

For example - there is one company in Australia that has raised close to $300M in capital ( about $35M every six months) since listing in 2015 on an IPO capitalisation of $25M and is forecast to (just) break even in accounting terms in June 2022. For those who are arithmetically challenged - I will point out that this same comparable company is currently capitalised at over 2billion and is generating today (only) 2X the revenue that Net is likely to be generating by June 2021. This type of analysis might shed some light on what the likely 'rational' range of capitalisation targets may be for Net and provide some sort of rational benchmarking exercise where rational shareholders can peg reasonable implied fair value with a margin for insurance versus current price.

The test for Net will be the continued delivery of revenue forecast, for a rational investor, it is binary, either the likelihood is there or it is not - the simple exercise of forecasting what the next 2 quarters need to deliver to achieve revenue forecast isn't rocket science and therefore the up/down side in price is easily discerned according to your own analysis.