Couldn't agree more.
I put it in these terms (all big "if" statements, but it's okay to dream):
1) If RLG can hit all sales targets and maintain their current portfolio of clients, then we will maximize contract revenue
2) If (1) happens, then surely contracts will be extended - i.e. no churn on existing stores
3) If (1) and (2) happens, then the story to tell on growing new opportunities will be super compelling. Given we've manage to secure 7 new TMall Stores + 2 x WeChat Mini-App stores in 12 months, it's not stupid to think we can add 10 new revenue generating stores in the next 12 months.
4) If COVID-19 situation improves, and the world opens up again, then our AU-based opportunities will switch back on - remember, those ones where we have arrangements with Perth Airport, Sydney Airport, etc. - that's another revenue stream that could then grow again
Based on today, we have a market cap of $15 million.... considering that (1) and (2) alone would drive annual EXISTING revenue of $7.8m (using a simple average of the annual existing contracts) - which are back-ended... so this is conservative for sure... If we were to add the same amount next year and continue to hit targets... well hey, we already have a better than 1:1 relationship between revenue and market cap. Profit? who knows, but this market loves growth opportunities more than profit anyhow, and it gives a ridiculous market cap for bright futures.
So... is the future bright? I guess as we've all said - if we deliver on contract targets, this is going north! Shlt, if this can all happen quickly, then @lt might even make some money out of his oppies
GLTAH - hopefully we get some organic rocket packs in the quarterly next week
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