Ann: Expected Impairment Charge, page-5

This stock is pretty tightly held by LTH. I for one will wait to see the real impact to future plans before making any rash decisions. If there is a drop I will probably look at it as an opportunity to top up assuming there is no strategic impairment.
Micro-X has so many potential channels to market in the world that NUray is not significant from that perspective and would probably will be dwarfed in the medium term. I suspect it is a holding company for the IP rather than a significant tube manufacturer at this stage.
The risk is whether the IP or any core technology supply is affected if NuRay collapses or is acquired. The potential fallout from friction between the US and China is a concern for me however and China is not well-known for its protection of IP owned by foreigners.