Yeah E&P Financial. They predict sales of $32m in FY24 (more...

Yeah E&P Financial. They predict sales of $32m in FY24 (more than 100% higher than the last reported YTD figure of $15.2m), pretty much break even in FY24 and profitable by FY25. Ambitious forecasts, but they've been to the facilities in-person and have talked to KOLs in the ophthalmology industry. They note the rapid expansion in capacity currently being undertaken (staff count has doubled in the past year and capacity is being developed this month to double staff count again), as well as solid customer feedback.

Also interesting that their valuation does not include 2RT. This is for good reason (due to the uncertainty), but it means that investors essentially have a "free option" to benefit from any upside associated with this segment.