Yes -
Lets address each of your points in a more or less rational way (I appreciate this is a novel approach for the 1PG jedi knights, but hey, lets give it a whirl
1 - Its the only silicon valley stock on the ASX because presumably it was unable to raise funds in the US. Instead its raised funds from you and your fellow investors. You may want to think this through very carefully.
2 - It has issued press releases making clear that its partner UST has introduced it to large companies who are trialling the service. Usually those press releases include some blurb from the client. But in 1PGs case they dont. I find this odd. So neither I, nor you, know who or in which office these services are being trialled. I choose to be cautious. You choose to be ecstatic. Pays your money, rolls your dice.
3 - It has certainly garnered attention from its peers. Which makes its inability to raise funds from US investors all the more perplexing.
4 - I am not sure that it includes the greatest names from Silicon Valley. It does include though some well known names from Australian small cap broking. I suggest also suggest you buy a copy of the book that this business was founded on and have a good think about what it says.
5 - You fundamentally misunderstand what 1PG will do if you think it competes with recruiters. And there is nothing secretive about recruiter fees. I dont understand most of what you have written, so assume it is for the initiated.
6 - The presence of UST is both wonderful and a red flag. I have every confidence it is a wonderful company with excellent clients and lovely offices etc. However you appear to overlook the obvious conflicts inherent in the relationship between the two when this relationship is used as part of an investor story. Again some would see this as a conflict. You would see this as brilliant synergy. Again, pay the lady, roll the dice
7 - The last point though I would agree with. This is a sentiment stock (I assume you mean sentimental as a humorous interlude in your post. But then again...)
As ever a wonderful company, sentiment stock, what will go up could come down etc etc etc
laters gaters!!
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