$PNV is presenting at the Canaccord Genuity Growth Conference.

Presentation

There's no market sensitive or significant news we haven't heard before, but we don't always get the information in the most cohesive manner (!!), so this might be of interest to some. The presentation pulls everything together quite nicely.

What has been interesting in the last two conference presentations, is that the portrayal of new products and timeframes has re-emerged, after an absence of over three years. The new head of R&D has been in place for over a year now, so this makes sense.

Looking forward to the FY results - not expecting any surprises or material new information, but hoping for a little more granularity on how some of the RoW markets are tracking. Also, I'm looking to see if there has been any signficant change on capex, not that the costs for the new facilities must be in.

With RoW at $23.3m sales and 73.1% annual growth, that's ahead of where all of $PNV was in 2020, when it was growing at 54%! Just reflect on that.

Disc: Held in RL and SM - my largest position in both