May. 5 at 5:32 PM
$CDTI ok I'm in. These guys actually are leaders in their field. First, the risks. This is pink sheets, but it's not a total black hole. The company still reports earnings, they just don't file regularly. And the volume is pathetic. But this is actually a real company, with some real data center opportunities (with nothing announced yet). They had
$9.9MM revs last year, 39% GM, and were slightly profitable. They have no debt. So this isn't a question of surviving, it's whether they thrive. If they can double revs over next 18 months, it's probably worthy of 1.5-2x sales. At 2x
$20MM, this is a
$9 stock. And if it grows more, expect higher multiples. Good luck.