The $ACFN story may just be getting started. Jan Loeb took over in 2016 with OmniMetrix at ~$3M in revenue and a $1.55M operating loss. 2025: $11.5M revenue. $3.37M operating profit. ~$4.5M cash. Now, Gen-Tracker adds ~$1.1M of recurring monitoring revenue and could mark the beginning of a highly accretive roll-up strategy built on OmniMetrix’s existing platform. But M&A likely only half the story. Omni360 and the push into cell-tower monitoring could create a potentially transformative organic growth runway in markets far larger than the company’s traditional generator-monitoring base. So the thesis is evolving: Turnaround ✅ High-margin recurring revenue ✅ Operating leverage ✅ Accretive M&A / roll-up potential ✅ Omni360 + cell towers = major organic optionality ✅ For years, $ACFN
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