I look at this as hold for 18 months and shouldbe a double or more. Risk vs Reward is as good as it gets. Financial metrics are absurd, back out the cash/positve working capital and they are trading at what? 2 times cashflow. But forget that.
It's the roll out of new technology into a market place. The value propositoin to clients is obvious. Stone age to space age. And they are dealing with existing clients with a beta testing in the field to back up claims verses a stranger knoking on the door with an unknown gadget.
I will kick myself for not buying more.