The ones I'm in Austin apart from NWR are HAV, AMI, A1M, XAM more rough MM8 & PXX. With production to mitigate development risk in AMI & A1M. The likely liquidity event for them, or to our mind Pay Day's range from very near XAM to much further. I have the opportunity to run a broad portfolio to blend my risk.
The fund managers expect big things from FFM. I can't fault that logic and it will likely be next cab of the rank for me ex-XAM. FWIW I have (accessible) comments on the threads of each. Not saying I know them as well as NWR though.
Thanks for your support on NWR in the past and I with the probablility of the same going forward.
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