Good to see volume improving, although for any micro fund it would take a while to get well set even at current vols. With the new financial year fundies will be looking for new ideas in the micro scene and this is a clear standout.
FY20 will be a big year. FY19 was about getting the systems and procedures in place, and learn how to integrate their products into a large operation.
This FY will be about accelerating growth, converting new OEMs and broaden their targeted markets.
Building blocks. I look fwd to FY19 results but for me FY20 will be the game changer for this company.
This can well be over a dollar in 3 years from now but that will depend on how fast new customers come to the party....
Start of the next move up?, page-91
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