RE: Does5 Dec 2018 22:00
Sens, I'm no analyst, but 105m as a mcap, looks a bargin. Yes the profit isn't there yet, but the skills, experience IPs and patents are. The company is still small and possibly overstretched so may struggle to cope with its current OEM requests, but sine Fovio is ready, Guardian 3 is ready, APIs for telemetry are available, this can run without adding too much to the headcount and debt.
They are selling IP and once this sells in automotive it should guarantee a good (excellent) opportunity for next 2-10 years.
Add in aviation and rail and while humans are in the loop we can carry on licensing IP in the longer term.
If you are worried about revenue dropping off after 5-7, 20+ years, that is when the IP starts to get used in other verticals - those pesky robots will want to keep an eye on their new pets!