Hi.
Always appreciate considered and honest views which are rare on HC.
The presentation gives guidance for CY20. Management isn't sure about break even this fy. Hope they can pull more out of pipeline.
If DEM goes close to profitability this fy and sets up for the next, it fits well with my investment time of min of 1 year.
I'm new to FLU but it appears to me that they have all their eggs in one basket (China). DEM appeals to me because their focus on different markets. Personally I have been burnt with companies which focus strictly on China (GXY many years ago).
GLTA
Ann: DEM Investor Presentation, page-16
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