I agree burner_7. That is my base case for how this is most likely to play out. I think Mark will want to hang on until there is meaningful and lasting success for which he can (and should) claim credit . It may then take a catalyst or two for him to accept a different role - hopefully a positive catalyst (such as substantial growth attracting greater institutional interest/ownership on the registry that demands greater professionalism) and not because of the market getting fed up.
As I wrote above, I am looking for a 5-Disallowed (say, $100-200M market cap) from here under Mark's continued watch. However I have difficulty seeing how he and the current (good but not great) management/board would take this company to $500M-1B+ in value, which the company could achieve with the right execution given the current platform and market opportunities in front of it.
MWR Price at posting:
13.0¢ Sentiment: Hold Disclosure: Held
