Agree. I think there are at least 2 yrs of +30% off...

Agree. I think there are at least 2 yrs of +30% off Oz/NZ/in-store and other verticals- I think that’s enough to support near term valuations.

With your second point I very very very strongly agree and which qualitatively assess all information as it arrives. With available information- getting VC support from Matrix - as good as can be expected at this stage. But yes I guess this point really depends on your risk appetite- this might be too much of an unknown for some investors.

Thanks for your input.