Wednesday, March 21, 2018 9:21:45 AM
Ignoring everything coming out of IWSY, independent commentary related to the sector is turning exceptionally bullish. I agree we will bleed lower on continued lack of progress as retail (only) bail...but I will expect institutional names to show an increased presence. The liquidity vacuum that will exist IF we get that good news is too significant to not be involved here. Go ahead and run their IP and you’ll see it cited by every known and unknown competitor in this space...tough to assign a USD value but clearly many in the space find their IP very important.
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