This is how I read this. We have a two year window to revamp this company to a high margin business coming from SPS.
This is now, IMHO, a good opportunity to come into FLC with the technology de-risked, not in 2017 when I did. Then, it was promises of commercialization, which although I am glad they have fulfilled, were fraught with many uncertainties then. All this , of course, with perfect 20-20 rear vision.
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