This is where I come out as well. The absolute worst case scenario here (in my opinion) is that this has more value than is currently being recognized. Take all of the pie in the sky expectations away – – this still has an application somewhere that is worth north of $500 million.
That leads me to be way over-exposed here – – I’m in the same camp with you guys with this being my largest position by far, and I will definitely be in the doghouse with my wife if it were to go to zero.
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