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Hi folks, I have taken a good look at this stock today with the view to take a potential positon . My summation is the macro growth levers look very appealing. Now the downside, is that some of the projects look light- on and potentiality high risk / big bet ( Ie fletchers project) . I think that the industry generally is in an incubation phase - trying to find its feet, so really on the ground floor wrt to the applications development. Being involved myself in a former life in application development and NPIs, I n appreciate how hard this can be to get new tech off the ground and the mainstream adoption to occur (very expensive engineering studies in some cases /high marketing and tech costs needed)Compounding this is the new realities of the reducing liquidity in capital markets and generally risk-off approach. I think it could be challenging times ( Ie the risk that the co, runs short of capital to really drive development - which will be needed on steriods). Having said that I am sure the market is currently factoring these dynamics into the current SP…..