If you think about their targeted revenues of US $1b and you...

If you think about their targeted revenues of US $1b and you assume 5x sales you get a market cap of $US5 billion. That equates to $Au6.5 billion divided by 275m shares = $23.61 so the short term target of 4.53 is very reasonable.

So seasonality weakness is just creating another opportunity. Stock has rallied 120% over past 12 months which is only a smidgen faster than revenue growth. With next ear growth expected to be 70% even a 50% lift in price would be $6 a share.