Concise Recap, page-10

If they can secure one big deal it will be a company-maker.

You and I may be suffering at these low prices and wide spreads now, but it also works the other way if there is good news. I imagine lots more people will want to dive in once they secure a major win and de-risk the business model.

These guys are smart with a history of success, with patented technology behind them and proven customers. Not a bad bet in my humble opinion.