While I respect and appreciate the comments from all who attended, I have yet to find myself excited about a 40,000sf facility. I guess it all boild down to what % of profit they can make on each peace. 100%? 200%? There is no way in my mind based on my life's experiences can I rationalise that they can produce quantities large enough to meet the demands of the names thrown around on this board.
I keep going back to what Steipp said when he came on board about getting paid licensing fees.
I also keep thinking a buyout is possible but Li's arrival has muddied the water of my thining in that scenario
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