A bird's eye read of this indicates that:
~ they are in a $3 billion space (textiles and furnishings)
~ they have a price and technology advantage that is hard to bridge
~ they are converting 50% + of potential clients to commercial scale ups and sales
Every possibility that they will succeed in becoming a $Billion company with little downside risk (macro market volitility aside).
Amazing risk reward when so many things look overpriced.
Ann: Alexium Investor Presentation July 2015, page-26
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