PPK Value, page-383

Keni.. I had an extended chat with Marc a few months ago… covered a fair bit of territory, including the court case. .. My brief conclusions - v low probability of significant damage from court case, PPE and Craig robust businesses on a solid growth trajectory, LIS taking time but on track with v strong growth potential, BNNT and traffic analytics businesses are making slow progress but you never know when a new catalyst may emerge, and WGL is exciting in terms of having unique properties that are attracting a lot of attention that he thinks could convert into commercial outcomes in the near term.. He discussed some WGL potential applications, one of which aligns with your ship-coating example.
Bought at $5 held most through to $20 and down.. Been loading up in the mid 30c area of the last few weeks..
Waiting now for the name change and the for the new Chairman to drive this thing like never before.. I have misbehaved with this stock.. Been like a dog with a bone and I am not about to let go now..