mls has less short-term risk imo as they have $7m of cash.
I have been a holder for some time and speak to them on a regular basis. I think my holding of 10m MLS should give you an indication of how I see that one developing!
After some recent conversations and investigation re ADI and partners I have significantly upped my position here. I see more risk than MLS as if this is a dud then the sp's of most partners will tank hard.
However we have 3-4 targets and my confidence in the upper zones alones is very high and will see a sp many multiples of the current alone. If hosston comes in then I'll retire again!
I now hold more in value accross the SL partners than I do in MLS!
Regards
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