@Klue Agree there is value in the “shelf” space for a potential acquirer. That said at a 50% GM (same as YOW- very achievable) with limited overheads this business has significant operating leverage and upside regardless of any corporate activity. CLB had <10 FTEs at last AGM. Most of their sales personnel are commission only contractors - not a lot of overheads in this business.
Im not a big candy eater either but yanks are a different breed. There’s a huge addressable market over there