I'm glad to know you've done your DD. Its nice to get a substantive response on here, rather than the same old middle school nonsense that proliferates these boards.
I believe there is merit in your arguments. I would be happy for new CEO to prove that he, the co, and tech is legit.
I will keep it on my watch list. As I said, I'm on their email list, so they keep me updated. My curiosity from a purely tech stand point keeps me interested.
Thanks and best of luck.