Rerate When ???, page-3

Either projected revenues must increase rapidly or MC will decrease to reflect current numbers,

atm the 2nd is happening, current metrics even though increasing well on % basis do not support cap,

Market needs some large contracts, if not forthcoming I see further SP weakness.

Company model and management seem good and reputation in market fine but they need larger numbers.

Have small exposure but further proof of concept needed for significant position;

The small exposure is tolerated as this stock is announcment based, just one additional contract with a major will ignite SP but not willing to erode capital base waiting for it to happen.