RE:Only the beginningI agree - this story is based on a portfolio of adtech co's and they are still just growing there QT (first acquition). The market is red hot for the sector and the management is clearly executing if you look at the structure (only 26M shares out), growth in revenue (+83% in Q1 financials, with five new customers NOT reflected in those financials - which means thats a growth curve likely to continue in future quarters) and capital markets / PR (share price +100% on the quarter) ...... hat can they do on acquiring 2 or 3 of these companies? Exciting times......