What people expect from this Company is that, now that it's...

What people expect from this Company is that, now that it's moving, it will go from strength to strength. The monthly increases in revenue, though welcome, are not really that flash for a Company that should be hoovering up the customers which is one reason why the price dropped after the last monthly graph: the other of course is the China share market rout.

However, take a look at page 10 of the presentation - a beautiful J curve.
The implication is that the month to month excitement about this stock should be tempered by the fact that this is a slow build that's been developing for years, not months and that, provided the new contracts keep happening, this Company is quietly zooming. Like all long termers with the stock I'm not inclined to be too optimistic about its short term prospects but am quietly satisfied by its long term potential. That said, as with any stock with the bulk of its efforts in an overseas jurisdiction, there are no guarantees that progress won't be affected by unforeseen hurdles beyond the Company's control. ie it's still a speculative stock.