https://www.kobainsurance.comnot sure if that link will post,...

https://www.kobainsurance.com

not sure if that link will post, but it's to a VC level insurance company using the Telematics side of IOT (internet of things) in cars to improve insurance costs and claims etc. The future of telematics in the auto industry is not limited to what CXZ is doing with GM. I think that right now CXZ is in a limited space for growth, especially having such a weight of risk of only having 1 big contract, however they are in a great space to develop new apps and platforms for the car industry in general (picking up things like auto insurance along the way).

I think that if you look beyond what CXZ is currently doing then there is an amazing scope for future growth, particularly for a business already in bed with a major AND producing profit. Not a "back the truck up" level yet but I think more is likely to eventuate than less with CXZ.. I'm interested to see where things go, but on a very small exposure right now.