Yes that enough cash comment was the most interesting of the lot. If they can muddle through and kick some goals in the next 12 months then things will get interesting. Throw the upside of Propellor into the mix and a $4m market cap is like a super cheap call option. The upside asymmetric risk is probably one of the most interesting things I've ever seen - all created by a large shareholder (Fidelity) exiting.
The baby and the bathwater, page-11
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