I really like the potential of EGMI. However, sometimes after I bank a huge score (and EGMI was in my top 5 lifetime, I think my #2 score), I become gun shy for a future round sometimes.
So I'm looking for less perceived risk before I enter a second round for which I'm more than happy to pay a premium, even $2 to $3 or as much as over a 100% premium over current price if deals are signed and the risk of past financials is non longer a serious concern. Successfully hiring a new CFO who actually signs the 10Qs and 10K would be a great first step.
For around the same price, for example, I'm far more comfortable with AMLJ while the potential is similar but the downside risk is far smaller. AMLJ is already earnings post-tax what I was merely hoping EGMI would be earning in 2010.