Here's something I whipped up this morning, still need to verify...

Here's something I whipped up this morning, still need to verify a few inputs. From a valuation perspective, things are looking good.
For any of the long term holders here, I'd be interested to hear the rational for why they switched from providing the ACMR in their updates, to a standard revenue value? Any ideas?

Note: Fair Value ARR Multiple factors in the ARR Growth, TAM and Profitability. In this case, the current ARR Multiple is sitting around 10x which is fairly conservative. With their current growth, an ARR of ~15x would be reasonable. In contrast Pro Medicus, a much beloved SaaS business is trading on a ARR multiple of nearly 50x with a measly CAGR of 22%. Apologies to anyone that holds that stonk

Lastly thanks to my #1 fan @Herpzanederp for all of the support and advice he gives me

DYOR cobbas, this could just be a ponzi scheme idk.