I spotlighted them in my article this week (https://www.goforgrowth.co/p/10-growers-in-fy23-part-3). For the strawman community most of the article will be common knowledge. I'll just paste here want I think is important over the next 12 months:

• Large Contracts. Following the final report, AVA announced two contract wins, totalling $1.8 million. The vas majority of AVA’s revenue isn’t recurring, so achieving $40 million for the year would require securing numerous such contracts. Ideally, they would also secure more substantial deals ("elephant" contracts) to drive substantial growth. Keep an eye out for those.
• Acceleration of Growth. With the company openly stating its aim to reach $70-$100 million in 3 years, we’ll need to see sustained and even accelerated growth. If this doesn't materialise in the next 2-3 reporting periods, it may test the patience of investors who are already eager. This would not be great. While their current organic growth of 36% aligns with the lower end of their goal, it's important to remember that as the base expands, achieving such growth can become progressively challenging each year.
• Profitability on the Horizon. The market's response, or lack thereof, to AVA's positive results likely stems from the investor's desire for profit and cash flow. AVA didn't deliver these this year. However, the improvements in nearly all metrics above the Net Profit After Tax (NPAT) line, along with management's emphasis on future dividends, suggest that these are forthcoming. Although AVA doesn't provide a 4C report every quarter, they still offer updates. While these updates typically omit the bottom line, I'll analyse them for any subtle hints.