Interesting comparison, NAN are in the process of changing their...

Interesting comparison, NAN are in the process of changing their business model/structure which is where the over spend is going atm, to improve future return on costs.

AJX could find themselves in a similar position if they were to bring product production inhouse.

As in NAN's case the market won't necessarily view a companies negative cash flow in a negative light if they are aware of the end benefit.

I believe AJX would hold up well I such circumstances, because of the companies character of keeping the market informed.

NAN was also on my radar a year ago, fantastic tech now fully commercialised. Unfortunately I bought some other underperforming healthcare stock instead.