Worth keeping in mind that DRO has significantly more shares on...

Worth keeping in mind that DRO has significantly more shares on issue than EYE, even at $1 EYE will likely be still too small for many fund managers. $5 is around a billion MC so depending on the financials when we hit that price, perhaps it may start to look a tad dear. Agree with what you say though about not wanting it to run too fast, I'd like it to maintain a sales multiple of 15x as a max whilst the growth remains very high, and then perhaps 5-8x longer term. Obviously that may change depending on how profitable this company does indeed become, with big margins you could get a larger sales ratio (eg PME).

Keen to see how it plays out, I think if there's one thing that everyone can agree on is that less than 2x sales is simply too low a valuation given what we have here. Sooner or later this pops imo, these financials are far too compelling to be ignored for much longer.