Are they about to redeem themselves?There can be little argument that management totally, utterly blew it on Passport - and cut us all off at the knees when we were already deflated by the Folium thing. Don't get me started on that one.
However, it must also be said that they have been very transparent about the numbers on Cocoon - and if you take the time to look closely, it presents a very interesting business stream. The one unknown until now is whether the technology actually worked. I don't know about you guys, but I am heartily relieved to see them in action and appearing to perform well. Very well, by the looks of things. The trend to social distancing is also a positive influence for the business model (in, I might add, a sector that is widely regarded as essential).