Have had this company on my watch list since the EMS acquisition. Finally bit the bullet yesterday and bought in after the earnings call - will look to add to the position over the coming weeks/months. I was really impressed with the quality presentation (seemed fitting for a large cap!) and strong growth metrics reported. Management displayed confidence with the strategy and where this is headed, and whilst leaving themselves some wriggle room with their response to the question re. $100M revenue aspirations by FY23 - if we get close to that figure I would take a guess that share price would be multiples from here.
Product is obviously good, thematic clearly favourable, and management more than capable. News flow sounds as though it will be steady and I’m excited by the prospect of any water partnerships which in my opinion could be company making in itself.
Would love to see this get picked up by a few ESG funds!
EVS Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held
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