Speaking of Roy Hill. Have you come across a company out of WA called cirrus networks? I notice they too have a contract with Roy Hill. The reason I bring them up is even though they are a minnow compared to acx, I believe they are in the same space, but I can't quite get my head around what it is they actually do whereas I understand with ease what acx are about (enormous potential). Would be interested to hear your thoughts about cirrus on whether their managed service product is complimentary to acx's, competition or of no relevance? I realise Aconex are solely focused on mining/infrastructure projects and have a much more sophisticated platform than cirrus' yet some of cirrus' client come from the same sector though they are not exclusive to the construction/infrastructure/mining sector. Do you see a future in their product?
ACX Price at posting:
$4.75 Sentiment: Hold Disclosure: Held
