stock has been re rated, page-9

  1. Huge investment inventory for 2nd half sales. Most of these sales would be for first half orders. Sales expected to be in excess of 3 times the first half's sales thats why they need the inventory.

    This is a typical quarterly report for such a high growth company.

    The $7 million cash in the bank probably means a capital raising shortly. There won't be any problems raising this. They will probably need approval from shareholders which will be at the same time as approval is required for purchase of the 2 new businesses.

    Having control of the total product package makes a lot of sense to me. Looks like they will be reducing the cost base of the 2 new companies substantially while maximising their revenues by the substantial increase in orders that are coming their way.
 
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