Jcurve is not looking too positive - they announced in their last update (20 April) that they are revising down expectations and are only going to do about $500k NPBT for FY 2018. And that is before tax! In addition, Jcurve are revising down sales expectations with the biggest clue being; Jcurve are looking for an acquisition which appears to indicate they are already lacking future scaleabilty in combination with slowing sales. Further acquisitions will also require dilutive capital raises which appear to be required just to support underlying sales maintenance. I would not consider Jcurve's tone in that announcement to be positive - it is essentially sending a warning to the market that you may have missed? It is probably also the reason why their mcap is so low.
That is a very different story to ANO or MPW which are both not only cash flow neutral/ positive but they also have large organic growth projections that support further scaleability. ANO is also supporting such growth through the increase of factory output/ capacity another positive sign. Similarly, MPW's high increase of recurring revenue in addition to further build up of their core client base which is consolidating a fragmented market makes them an attractive buy.
My point is - it is not only about small mcap/high revenue - but also a realistic look at growth and scaleability which is important when choosing companies. (In my opinion).
