Gspex - I would absolutely love to hear your bear case if you have time to type out even an abridged version at some point. I undoubtedly can't match your industry-specific knowledge here and am only able to analyze to that same depth on the financial/investing side of the house.
What I've learned, though, is that plays that are based on an assumption that those on the other side of the trade are less informed are usually too good to be true. The deck is unbelievably stacked against the individual investor. The only reason I'm even considering that this is a legitimate opportunity is the incredibly low trade volume. That has the stamp of small-time algo traders as opposed to big money.
That's why I'd love to hear your bear case. If we get a legitimate argument laid out against the company that isn't terribly compelling, I can accept that institutional money just hasn't gotten privy to this stock. Otherwise, it's incredibly unsettling to have that thought constantly lingering in the back of my mind. Information is everything in investing, and wondering whether you're on the wrong end of the information mismatch is a terrible feeling
Re: potential financial troubles, my point is this: I feel as though it's unfair to gloss over some of the financial risks that the company may face with the catch-all of "Seitz will take care of it."
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