IMO at this stage you are buying a growth potential story which is difficult to price/value.
Global warming = people need cooling. Market increasing. If you have the best/lightest/cheapest product, you get the biggest market share.
We just need a name like Nike to do a deal & all value bets are off. Nike has FIT ADV at present, maybe a sub-set of that will be FIT ECLIPSYS - https://news.nike.com/news/nike-fit-adv - If you can believe AJX, Eclipsys is 200% better than anything Nike has at present.
