DeepDive Tuesday, 04/16/19 01:53:16 AM Re: None Post # of 66 Underlying company reached B/E, PubCo expenses weigh on the name. Management expects to hit PubCo B/E soon. Per 20% growth might take some time and then the question becomes sources of funds (already sold what they could). Op Cash flows will determine valuation, rather than flashing sexy IoT terms / talking about takeout valuations (as management suggest, a yellow flag). Cost of management high here, albeit could reduce as sales rev up. Spec buy, let’s see management execute.