I agree with your SCND analysis on next quarter with the exception that I think your numbers are the low end of what I expect. The reason that I think there is significant upside are:
1. I calculated revenue would be a minimum of $2.06M. That is assuming that they only deliver on the catalyst backlog and don't deliver any new catalyst revenue. I don't know what their manufacturing capacity is but I think there is significant upside potential for catalyst.
2. I think there is a lot of upside potential in margins. They have never had a quarter with revenue as high as Q4. I used a conservative GM of 38%. I think that number could go as high as 42% but it is also important to keep in mind that catalyst margins aren't as good as benchtop.
I would give an EPS estimate of $0.15-$0.20. That will make SCND look cheap at $3.40. I added tripled my tiny holdings this morning. That still leaves it as a small holding for me.
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