haha - hope it's 'clarity' jhunt and not 'delusion' ;) There's...

haha - hope it's 'clarity' jhunt and not 'delusion'

There's definitely a market and Aconex's results have been very good (IMO) - their crime was that Management overpromised and under delivered (for whatever reason - I'm sure it's complex). Hopefully they learnt their lesson and guide more conservatively, in the future. That should reduce share price volatility.

BTW jhunt I read a lot of the stuff you posted in HC when I was weighing up my ACX investment decision on the w/e - it was very helpful - so thanks!