AMS 0.00% 2.5¢ atomos limited

Virtual conference summary, page-17

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    My own holding in AMS has been hammered, but understand enough about the business and its technology to see it as a good mid-long term play. They have developed market-leading hardware (watch a few film making documentaries and you'll see Atomos gear throughout). They also have unique IP through Timecode systems, plus their licensing agreements with Apple for ProRes RAW. I think there's plenty of value around 40-60 cents presently.

    I don't think the business will be resting on any laurels and the roadmap to be announced soon should help clarify future direction and growth potential further.
 
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