I finally have a chance to listen to the replay of the cc. I really hope some analyst attended and asked hard questions. For myself, I would really like to know how they manage the "hockey stick" growth, if there is one looming. Obviously, I would like to know how do they fund the growth? Loan or equity or both? How much is the line and what is the borrowing rate?
I would think that they are now diversified into different sectors and see themselves as battery integrator with advanced engineering technologies, i.e. horizontal component. The risk is much less when the company tries to do completely veritical, i.e. scribbler and maya. This approach makes sense to this company as it is so small. It simply does not have the critical mass to take off as a full vertical, but as component supplier, it has a better chance. Hopefully, they will have a plan to manage growth.