Bzam Ltd (BZAMF)

[BillJay]

I think their total funded capacity is around 200,000 kgs. I won't deny there's been some missteps, but they have a lot going for them and I like their management team and advisory board. The missteps have created a buying opportunity, and I'm taking full advantage of it. I believe they have around $300 million of cash on their balance sheet, which I absolutely love. They're primed for greatness!