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Just quickly, and I'm happy to elaborate more later, I have worked in tech for a while and there are plenty of sub-optimal tech solutions that do well because they are "sticky" ie. once installed, they stay. I think ERD have a good NZ business and I'm willing to forgive their destruction of capital in the US markets mostly because I didn't invest back then at those prices and I feel the opportunity there for them is still reasonable. I feel that overall they have good chance at share price recovery over the next few years, certainly not back into the 4's and 5's, but I don't need that level for this to be a good punt.
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