Hi Scott,
No updates - my thoughts on the company have not changed. The only difference is that the bought deal offering likely means that the company's share price will consolidate at these levels. It might also not take long for the company's share price to continue its upwards trend as the offering was oversubscribed in a big way. Of note, the offering took place at $1.38 per share, almost double the last offering price from a few months ago.
There is strong demand for its shares and the company's expansion into the U.S. is a big deal. Overall my investment thesis hasn't changed. At these levels, investors should be quite happy with their investments in 5 years times assuming the company continues to deliver on its growth projections.
Mat