Post by
nozzpack on Mar 24, 2022 3:39pm
$130 million in ITS revenues in 2022
This is based on detailed analyses of the impact of of ECT in Q4.
It is not all that far fetched to see that adding a few bolt ons this year that our runrate by Q4 will be about $200 million.
Gross margins escalate with accretive bolt ons, so that a market cap 3 times annual revenues would not be unexpected.
Comment by
buckon on Mar 24, 2022 3:55pm
nozzpack - kidd said $46M in Q4 represented the run rate for 2022, with some upside. qtrh has already guided ~$200M welacomne to the party. better late than never.