Just listened to the conference call. What a great outlook.
Sounds like the company has plenty of pent-up demand. The limiting factor right now is the support staff. They are having a hard time supporting the product once it is installed. So they are artificially limiting the number of new installs and new customers to only what the support people can handle. Also, they can manufacture the new iBar systems in their facility in the U.S. or in their Israel facility and so production is not an issue. It seems from what the CEO said that the production can ramp up at least 10 times with no issue. Sales can ramp > 10 times with no issue and the sales team is clamoring to sell more. The only limiting thing is the support side which they are working on aggressively trying to train support staff. They just got a patent on their technology. They are fully prepared to uplist to the Nasdaq and have met all the requirements, they just want to optimize the timing of that. Also, the CEO sounded like there were no plans to increase share count and there are no upcoming capex requirements. So it seems like the stock is primed for years of rapid growth, without needing to invest new money. They have lots of customers wanting their product and their stock is cheap. The CEO seems to also have a long-term view judging from his comments in the patent P.R.
