The stock will likely remain in focus with the ongoing wars and investor interest in drones. It has $23M cash but the revenue base is quite small ($9M expected this year). It is still losing money and will likely for another two years at least. Cash flow is negative (12 months -$15M). It raised money in June but will need more capital. There has been a bit of insider buying this year. Sales rose 37% in the past quarter and it is a big addressable market. There is certainly potential here. But it is a small company and there is a lot of competition from bigger players. Risks are high as well. The stock is getting noticed, though, and if can execute well it should be able to grow into its (high) valuation. We might see it as part of a small cap allocation but would not yet give it a huge thumbs up.
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