To me the major positive is they have got costs under control and set SIS up for growth. The most exciting opportunity is Sylvania and if we start to see any progress there then the market sentiment could change very rapidly. These high growth tech companies are all about sentiment and with a few million in sales we could have a MC over $100 million in no time. The risk/reward ratio looks good to me.
Ann: Appendix 4C - June 2020 Quarterly Report, page-6
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