China is certainly a concern for any company investing in the country. I noted on the ZNO call, the process of extracting money from China is complicated. Having said that Macquarie/EMS have been dealing successfully with chinese airports. With 6% of revenues from china and a large proportion from EMS, I don't think the PET association will be anymore than a flesh wound as you say.
Eyes on the prize here though, if EVS can establish itself as the global leader in SaaS environmental monitoring, this company has multi-billion dollar value. What we should be focusing on is what percent chance... 1%? 10%? 50%?
Does anyone know the competition? Looking at competitors like aclima, kpacoustics, environmental intelligence, discoverEI, EVS to me seems head and shoulders ahead at this point.
this podcast may be of interest (hope it works if not "how I launched this: a Saas story" june 12.
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(20min delay)