VOR is worth a look as well (disclosure:held). Best fundamentals of all ASX listed cyber security businesses I’ve researched including the ones you listed. It’s actually profitable, low SOI (c 130m from memory), smart $ behind it (Bombora, Regal - though can’t recall if regal is still there or sold out since their Nov 19 entry). The fact that it’s profitable may be a disadvantage in this market, its the flee ridden dog’s that seem to have the meteoric rises at the moment - people can dream big when there’s nothing/little there.
