Treit--By 'proof of concept' I simply mean that the company has to execute on the extremely aggressive goals it has set. As you know it's a little different in this case than simply increasing production of a single product into a known market; they have to do that but also find JV partners who will pay consulting fees, find markets for products into which they have not previously sold, at least in quantity, find retail franchisees, establish that retail stores can produce the level of profits they suggest, and ultimately they need to establish a brand. There are a lot of moving parts that need to be synchronized. Just what makes this co. so promising is also what creates challenges. I am betting very heavily that they will succeed but it remains to be fully demonstrated. When it is demonstrated, a horizon of virtually unlimited growth will appear and the stock will IMO pop big, big time.
