Birdman
Appreciate your posts, but we have seen this multiple times before (recall the calculations that were flying around on how much Pointerra were going to earn on evaluating each power pole or the amount for each major large weather even in Florida etc etc).
Given the track record, it seems prudent for those that are not aware to understand the track record of management and invest appropriately......and for those most conservative, wait until they show the money.
The company is not cheap at a MC of ~50m so some upside seems to already to have been priced in and what is unclear is their margins which would justify a higher multiple (based on their last 4C, a decent share of the revenues went to AWS).
I may be totally wrong.....but wrt 3DP that would be the first time in ~4-5 yrs
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