Virtual conference summary, page-17

My own holding in AMS has been hammered, but understand enough about the business and its technology to see it as a good mid-long term play. They have developed market-leading hardware (watch a few film making documentaries and you'll see Atomos gear throughout). They also have unique IP through Timecode systems, plus their licensing agreements with Apple for ProRes RAW. I think there's plenty of value around 40-60 cents presently.

I don't think the business will be resting on any laurels and the roadmap to be announced soon should help clarify future direction and growth potential further.