did you listen to the business update call in January? Do you understand their growth strategy since middle last year? Do you understand their product mix and difference in revenues and margins between the product lines (3 types of GenDrive plus ReliOn)
I thought not.
not many do - may be only Paul and Andy.
I think I understand more than Matt Margolis
INVESTING in the business to create a $500m a year company (instead of their previous 100-200m a year plans) takes money. they raised capital last year to enable them to last through the growth period and so long as they turn qoq profitable by end of next year they are on track for the business.
They have the cash to do it , they have the market place (95 % share) they have new market places no one else is in either, needs one of those to kick in and they have succeeded.
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