This is the crux right here. What value is there in a business...

This is the crux right here. What value is there in a business that does a couple of MDC contracts a year, eeking out a couple of million in profit if they everything goes to plan? How does that justify a $20M, $50M, $100M company valuation? The sad reality is that the MDC was supposed to be the side dish while DXN became the new hot data centre player on the block - which was a legit investment thesis given the data centre industry is going absolutely gang busters? But DXN failed spectacularly at that objective, so they've now rewritten history and repositioned it in a way that MDC was always going to be the valuable core business? I accept that yeah, what choice did they have, but why do any investors swallow this garb? At best MDCs will keep the lights on for a while. At best. No point investing in that...Seriously, how many MDCs can you really sell? They don't have the manufacturing capacity to do more than a few at a time so their revenue is capped at a pretty low level. Sad situation