I have found a $321m company that has outlived and outmanoeuvred all of its competition over the past decade due to its profitable R&D arm. Now, they are poised to be the main beneficiaries (in an Oligopoly) of a major regulation that is about to come into effect in Europe, forcing companies (and thus consumers) to purchase their products, which have 100% gross margins.
For years, this management has been making promises and timelines that they were not able to meet (the CEO, whom I talked to recently, has an Elon Musk-type personality, which a company this size hasn’t benefited from). Now, it seems that moving forward is inevitable.
This provides an asymmetric opportunity where the downside is limited due to regulation-guaranteed growth, while the upside prospects are numerous. Any indication of a kept promise should make the stock rise.