When I first invested in ADO. I never thought we'd be producing our own tests. I placed future value on being a component of another company's tests. Working off very small %'s I could see massive potential.
Years later the decision was made to move up the value chain and in the last week or so we found out we're moving to the top! In-house production! The activities report can't arrive soon enough for me!
Putting some rough figures together I can now see ADO making retirement come early for many of us here, myself included
Needless to say, I'm excited!
And to the bed-wetters, yes, I know there is still risk but we've recently been massively de-risked.
We can almost justify the current MC based off raw product sales alone.
The upside from here far outweighs any foreseeable downside IMHO
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Moving to the top of the value chain
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