All, I'm trying to get my head around this, but I think PEN's...

All, I'm trying to get my head around this, but I think PEN's valuation is just crazy low. I understand that the valuation is mostly driven by the delays that hit us last year. Setting aside opinions on the management team (... which seem to be largely driving the current share price), the fact is that we're very likely to be producing U308 early next year.

Sure, we've been diluted quite heavily lately and like others I wasn't happy about it. But if one looks soberly at where the company is now and where we'll be in 12 months, and then compares our mkt cap to others in this sector (... which are years away from even putting a shovel in the ground), I feel we're way undervalued. Compare us to say DEV (120M), AGE (204M) and where they're at, just to name 2...

I'm trying to find a reason (beyond diversification) to convince myself to put monies into a different U company, assuming I'm still under-exposed to the U sector. If I soberly look at metrics, I end up telling myself that PEN should be my choice...

Thoughts?