Hi Jimmy,
Always respected your posts. Just wondering how you get alerted to these related news when investing especially for a 2% position. Is it your bloomberg terminal? Just as a retail investor, trying to improve my information collection. If you didn't post here, or analyst didn't ask about Kraken, I don't think management mentioned it at all other than just "increased competition". Wouldn't have known they lost the EON/Npower deal and Origin retailer side to Kraken, which I feel is a huge threat to the stickiness of their software especially now on Saas. The funding behind Octopus may cause their R&D spending to be more than GTK also.
