The stock certainly has momentum, up 521% now for the year. The main shift other than momentum (and a much bigger market cap) is that DBO has now seen profitability. It could make 4c per share in 2026, so P/E could be in the range of 20X. There are no analysts still and thus no estimates. Insiders own 10%. It has about $10M cash. The second quarter was a record. Theatrical revenues rose 62%. In terms of the business, it looks like theatres are finally willing to spend money on new tech in order to bring customers back in from home screening. This is an overnight switch after nearly 20 years of trying, so we think it should have some sustainability. Thus, we think the stock is much more interesting today, even with the higher market cap. 18 months ago, it was tiny and just did not have much going for it. We would like to see some more strong quarters for greater comfort, and of course it is still a small company overall. But cash flow is now positive, and the company can use its owns funds for growth. It remains risky, but we would not be swayed by the big gain: the has been a fundamental shift here.
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