LT Holders

I'm not wanting to give XPE the kiss of death but I'm pleased to see some relative stability in SP given the CR and dilution. Could have been worse and IMHO looks like all the disgruntled bored individuals antagonizing each other on this forum, the market has seen fit to back the positives;

Excellent team seriously strengthened on commercial side
Key first deal signed and migrating down stream
Next deals in pipeline with not being first excuse gone
Likely momentum in numbers with potential deal domino effect
Focus on some valuable niches with first mover advantage
Strong IP
Cash in back underwriting ramp up and providing balance sheet for substance to back deals (this was absolutely key for me)

Yes XPE is still a spec stock but when you do a few numbers on potential revenues from 5 or 6 deals in the next year even with the dilution things look pretty exciting. And management, BOD and underwriters all absolutely confident of north of 5 cents in the not so distance future.

Have a feeling some of the conversations for today may look a little silly in a year's time and have taken out a chunk of today's trades and still in the market. Not for the faint hearted but often the market lags real progress before playing catch up before eventually overrunning performance. All in my humble opinion. GLTA