In the end, investment including speculation is about increasing the value of the business so that the owners gain a reasonable rate of return on their capital invested. So, the business owners (us shareholders expect to see a pathway to producing that return on capital invested. Now that all sound simple. But we do need the delivery of promises by management do move down that pathway. They appear to have a great software product. A US Defence contract or another major contract might start to build some confidence that the software is on track to deliver that meaningful return on capital in real terms.
3DP Price at posting:
26.5¢ Sentiment: None Disclosure: Held
