Ords start coverage with a buy, page-133

To quote someone earlier in the thread:

• Atomos also has a perpetual licence signed off by Apple co-founder, the late Steve Jobs himself
• The world's best intellectual property, partnerships and products in a very large and rapidly growing pro video market, which is expanding into social and entertainment markets;
• Has limited competition in its traditional pro video market and is likely to disrupt competitors in social and entertainment markets;
• Has become diversified by introducing many new products over the last year and by selling in several continents (about 50% of revenue from North America);
• All three separate markets growing at between 18% and 35% per annum;
• Sizable ongoing reinvestment into new products, partnerships and markets;
• Now turning profitable.
• Netflix is one of their biggest customers at the moment as well
• Acquisition of Timecode Systems provides surprise upside potential.

i.e.