Niall and Craig paint a compelling story. I truly believe they have already passed the inflection point for this business, and the next 18 months will be a breakout period. Listening to Niall's presentation above, and Craig's recent presentations, only reinforces that belief. They are visionaries, disrupting old technology with new applications that has mass market sales opportunities that are truly staggering, have assembled an amazing array of talented people, have committed large capital themselves, and continue to do so, have attracted the attention of large global companies but have the confidence to push ahead with own launches and agenda ( Niall's comment in above zoom ( not verbatim ) : "we need to launch our own products and disrupt ... then let's talk some more" ). IMHO, assuming you have now built your position in CDX, it's about holding for at least 2 years and then revisiting, ignoring any noise in between. This chart of the last 6 years of CDX SP reflects an almost textbook " turnaround " ... IMO. Let's see, but I'm in for the long run from here ... should be fun.
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