Pro: - Steady ongoing revenue growth, a good part of it seems to be higher quality organic growth. If this continues in coming years, we have a quality growth business in the making - Close to breakeven, maybe next quarter, likely to be a share price catalyst - Company filings don't smell whiffy, I think CEO and shareholders are reasonably aligned
Cons: - Hasn't achieved the sort of exponential, breakout growth that De.mem was priced for eg at 30c. I'd thought they had great tech in a growing market segment..? - I have this nagging worry about De.mem sales & marketing capability. It's either that, or their technology edge isn't as good as we'd hoped. - Taking longer than I'd expected to reach breakeven - Would like to be able to distinguish organic growth, vs acquisition-driven growth from Capic, Steveco and Pumptech. - Would like to see some directors buying shares
