There have been a lot of false starts in this company. I have...

There have been a lot of false starts in this company. I have acquired a small position (c1%) after the capital raising which derisked the balance sheet over the last few months.

It is really hard to break down the growth given lumpy revenues and the timing of cash receipts with recognition of revenue and the various products.

i have followed this for over 4 years as the macro tailwinds for the product suite and the high degree of inside ownership from the Stangs had always piqued my interest but I felt that a capital raise was necessary. I think there is enough in the bank to give this business a shot now but am very sketchy as to where this will go.

i am thinking the new distribution agreements will spur significant growth but there have been many false starts for AEI.

This is probably one of my diciest investment cases (but sometimes you just have to go with your gut. Watching with interest to see how it plays out. Am interested in who is actually soaking up all the volume going through currently- the supply has really dried up and not sure if people within the industry are seeing some promise here.