Interesting chart - volume breakout after big basing formation, page-16

I'm no expert but one would expect a small flexible focused player willing and able to provide finance should be able to trump a large diversified unfocused player who is unwilling or unable to provide finance ?

Given some of the murmurings it appears the new people have related interests so there may be more 'positive externalities'/synergies they can bring to bear than Atlas may have been able to ?

One thing i liked about the agreement was the option performance condition re getting the Market cap above $50m before vesting