New blood needed, page-24

Few of us can claim to be so close to all the companies in which we invest as to enable a detailed, critical analysis of their competitive strengths.  So we tend to fall back on those figures we can see reasonably quickly, and trust that the rest will follow.

In the case of Spectur, we see a company which is growing both rapidly and consistently (admittedly, from a low base), and close to becoming cashflow-positive.  I wouldn't call the growth "alarming", rather, very encouraging!   Would anybody disagree if I said that there are worse problems?

Cheers