Enjoyed the write up, articulates the bull case really well. I...

Enjoyed the write up, articulates the bull case really well. I like the risk/reward tradeoff here as I think ART has multi-bagger potential in Australia alone and so the sky's the limit with any significant traction overseas. I've only had good experiences using the platform, I like the branding and think the TAM is massive and expanding for the foreseeable future.

I've taken the same approach as you - starting with a small position and will add on execution. I've been expecting a downgrade due to the extended lockdown in NSW and VIC so was tempted to wait, but decided to take a small position as short term news could be to the upside as well (evidence of traction in the UK/US or even just confirming guidance would be very bullish IMO given the circumstances).