Just went back and read the last SE1 Presentation in addition to the latest Pitt St research. Its hard in this impatient world not to be hanging out for an Ann or two but the key things the presentation suggests is that FY21 is looking good. Ralph seems to be very well networked and connected judging by the amount of posts he links and comments on linkedin. Shame SE1 have no social presence. Anyway a lot of experience across the rest of the team including Tim. SE1s in the right space with that TAM massive. Lack of updates hopefully means they are busy and have the drive to grow SE1 to a $100M+ company. Hard to tell is being patient will be rewarded but after reading the presentation and the pitt st report again it has re ignited my optimism.
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