On4 Communications Inc (ONCI)

[brewerfanx]

I'm actually optimistic that the other shoe will drop soon in the form of cash from another deal.

It's really not a criticism of the company - I wouldn't expect that they would have a fully fleshed out public plan for the expansions yet, so my point is really that I would be looking for the cash that may make the expansion possible from another deal to be announced soon. So that they don't have to get into the weeds of explaining why levering is a great idea.