This is how I see it . The stock trades at a PE of 4 ish . Even...

This is how I see it . The stock trades at a PE of 4 ish . Even if profitability was to drop 35-40% with the new agreement, that would make it a PE of 7 . Now if they had high debt and given the declining revenue then one would argue this makes sense , but by June 19 there is No chance they will have debt and should be net cash by 5-10 IMO so you would expect a PE of 9. I would expect cash flow around 28-30 to end of Dec and then another 10-14 for the first 6 months . Given debt clearance is priority over dividend then debt will be gone by Dec but FEb the latest That gives 4-6 months of cash build