@Mayi, lets take the XTE conversation away from the DRO thread...

@Mayi, lets take the XTE conversation away from the DRO thread and over here.

Your analyze is very good and I would like to add afew points.
(1) Your estimate of $10m cash is too low as inventory of $25m was built up and is now being requested by multiple customers. ( See latest comments from Scott ). The entire inventory should equate to $50m cash dropping in. IMHO.
(2) The recent sell off was due to a massive sale by Regal of approx 13m shares. The last 4m where sold in house at around 30c.
(3) Mark and Scott have a clear plan. Move the business manufacturing to the USA because there is massive demand there, however, their policy is to buy only from manufacturers who use USA materials, USA staff and USA facilities. Further, there will be a $3m saving to the bottom line by closing South Australia.
(4) The technology side of the business, despite having a tighter margin is growing substantial with multi year contracts And Saas. This is an exciting addition and has been well fine tuned by this new management team.
(5) Finally, Mark and Scott have plenty of skin in the game and share the same desires as every shareholder. These guys are not living a life style company. They are constantly on the move and work deals. They have not issued themselves with inflated wages and options and have work diligently to avoid a CR to cause dilution to us all.

Upwards and onwards.