It's a tough one. I took a big punt on this one and really took a hit. It's already underwritten, so it's not like the company needs our input. I'd have sold out of this one a while ago if liquidity was better. It might now be good value, but it's hard to have much faith in the team. Then again, those 2c options might turn out to be very nice assets. I'll stew over it.
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