Sergi@mascarosergi$SCIA Q2 went out today, another amazing report. Glad for them, great people. - Revenue up 163% YoY, 16% QoQ - Q2 Net Income $1.2M, 0.26 EPS - Q2 net cash $12M+, strong FCF Against $31M market cap ($7 per share): 6.7x P/E and backed by 40% net cash. Haven’t seen this anywhere.
Sergi@mascarosergi$SCIA crazy cheap despite the run up. $33M market cap. $12M net cash. Huge inventories, backlog and customer deposit signaling more activity to come, excellent mgmt and $1M+ quarterly profit. The Question: how long it will sustain? The Risk: customer concentration.