Pinned straw:
A happy holder here too @Rocket6 -- and agree that the results are very encouraging.
When we caught up with the CEO about 5 months ago, he essentially told us to expect $70m in FY inflows, and the company managed to post a slight beat with $73.5m -- 5x what they did in the prior year. Most of this came in the final quarter, itself 5x higher than the previous record.
He also suggested $300-500m in revenue within 5 years when we met with him, which seems increasingly possible given the sales momentum and strong (albeit depressing) tailwinds.
We've all had a reminder of the perils of focusing only on top-line growth in recent years, so to see a strong FY pre-tax profit of $4m and a cash balance of almost $58m is very satisfying. A PE of (roughly) 55x doesn't seem outrageous given there's around $400m in the sales pipeline.
I'll see if Oleg is available for another call after the audited results are out in Feb.