A bit ridiculous seeing selling to near lows again. I've decided to bite the bullet today to add a small amount and average down more (after months of waiting). Not easy but will look to keep adding to until I get to a position size I'm still comfortable with for the long term.
It only takes one commercial contract to potentially spur a virtuous cycle for uptake of its technology. That contract or other material commercial announcement could potentially drop any day, as covid restrictions ease which makes it more conducive to sales and marketing.
I'm comforted because AF has significant amounts of equity on the line if he doesn't show results expeditiously or at all. And he is excited by the future and conversations being had with the company's partners.
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