I'll answer this somewhat indirectly - I'd recommend viewing this stock in 6 months, maybe 12 when there is 4 quarters of solid revenue and those questions can be accurately answered - suggesting you would like them answered/boxes ticked prior to entering a position. There is 100% grounding for your questions that I have seen on multiple NZS threads, although at this end of the market (tiny, tiny market caps) there are more questions than answers more often than not, questions that can't really be accurately answered - perhaps better suited for management to answer if you wanted to shoot an email?
There is a lot that is unknown about the business, a lot unknown about the future financials, a lot of uncertainty. With that comes incredible upside of course in the metric of a couple of bags, although you are investing somewhat blind to questions you would really prefer knowing the answers to. Unfortunately by the time you have those answers, if all is answers are what you want to hear, we will be trading at $100M+ (by then you'll know the quarterly growth, the margins, the normal outgoings, track record of management etc etc etc) and reduce your risk, although you miss out on tremendous upside.
I appreciate your contributions to the thread though, that paper on Ling maw was very useful.
NZS Price at posting:
3.3¢ Sentiment: Buy Disclosure: Held
(20min delay)