Ann: Updated Shareholder / Investor Presentation, page-118

There was no one particular point.
Confidence, optimism and enthusiasm was a major factor.
Their commitment to achieving profitability and their increasing capacity to think strategically toward achieving that end.
The explanation of lack of profitability due to pricing materials at bulk prices in order to win business.
The reassurance that they would be cash flow positive in the near future.
The size of the market for Alexicool.
The assertion that there is a pipeline of innovation to keep things rolling well into the future.
The fact that they admitted to errors and were clearly willing and able to learn lessons going forward.
I was already a fan of the company but all the above tended to strengthen my resolve.
I have been tempted to increase the holding for some time given that current prices look very much like a bargain.