I'm not LC, Tokyo. I'll let him answer that one...
But there are many other reasons to be interested in this stock even without takeover speculation.
They are in the closing stages of changing business model with revenue increased lagging the model change by a couple of quarters so the market yet to catch on IMO.
They have three new licensing deals signed - but Q3 guidance did not include the licensing revenue since at the time the CEO was not 100% sure when it would come through - so there will be a nice surprise if it comes through in Q3 or Q4 guidance IMO.
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