davidob, seems to me (only very rough) that regulated stable...

davidob, seems to me (only very rough) that regulated stable businesses may only trade at 12-15 but growth businesses, even ones that aren't small caps are valued at 20x take WOW for an example. A small cap growth stock could easily trade well above that, especially if like INT it is looking at 100% growth.

My biggest concern now is delivery. I don't know much about the past history of INT's delivery of projects as my knowledge of INT is only from publicly available info. It would seem to me though if your business goes from 4M to 10M+ in a year then you need more skilled staff pretty quickly to deliver. Not easy. Major failures are the quickest way to stop momentum.