These guy may have a genuine first mover advantage which is what...

These guy may have a genuine first mover advantage which is what you want in any business - not many competitors (=good profits) - opportunity to secure contracts with global organisations - and a big tailwind -
they are in the right space.

Just feels like the right ingredients for big contract wins. One or two significant announcements and we could be in for a real run.

They are doing the hard work and appear to have the right structure for success.

Good to see they have caught the eye of a HC gun too.