RE: Great call Wow - it's great to have the validation of the technology in real world use by some of the existing customers. The true test of their ultimate success will be recurring orders from existing customers. Now if they can keep innovating and keep up good customer service and relations they should become a very successful business.
Now you add in the fact they are servicing a field that is going through a business supercycle and it is easy to see the investment thesis in this company.
It is also great to hear about the efficiency data in margins and those projections for the future. It sounds like management is very grounded and maintain good cost control measures.
Now we just wait for Mr. Market to see not only the potential of the company but the actual profitability which is coming up soon.