The post you link to I think is an important point. They’re going full bore with NEO and have no plan to pay for it? I find it really hard to believe, since I don’t really subscribe to the idea that these are crooks.
To me, if there’s anything good here (and I do feel we will see it), then it’s only a matter of time. I’m most concerned at this time about the short/near-term pain of the financing options they have access to. Time and again we see companies like this tap some pretty toxic equity arrangements, and I’ve been burned badly by others by waiting.
Of course, if that deal comes BEFORE something toxic, then this stock will rocket.