Ann: AGM Chair and CEO presentations, page-7

@Justin215 You seem to be very excited about this company. I mostly agree with you, and this is one of my largest positions

However, there are always negatives to any stock. In this case it is the price. Right now, the enterprise value is over 15 times revenue. Even if you assume that they can get profits up to $20 million in a couple of years (optimistic IMO) they would still be on a PE of over 50.

At least 5 years of strong revenue and profit growth is already built into the price that you need to pay to buy shares in this company. The market knows how good AD8 is, and the price reflects it.

So, for me, I am holding but not buying more. If everything goes well, particularly with video, we will still do well in the medium to long-term. But it is early days