I think the discount is justified by their having only one large distributor. If they get another, we'll go up by a factor of five or so. If they lose that one, we'll go essentially to zero. Just depends on how competitive and marketable the technology is. A crapshoot, basically. IMO. Worth the hold, though, as the risk/reward is about 1 to 5, as I see it.
A good bottom's hard to beat.
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