Doc, thanks for chiming in! Sorry for the delay but I was on a 10-day, 2 conference west coast swing.
RCHN is definitely a great little company, all biases aside. When I met them, they passed my "real" test:
- Real Revenues
- Real Profits
- Real Products
- Real Customers
Liquid cooling is only going to become more important as time goes on and computers get faster. Rouchon has shown they can compete and win in the space. There are no guarantees but in the small-cap world, you don't find many better positioned businesses.
Regards,
George