That's my investment thesis in a nut shell ... 1st big question remaining is how much dilution possible/likely from warrants and required reserves ... 2nd is when ... we may never see patswil's $100+ ... but we could see $15-$25 ... (though $10 lets me retire!)
The underlying these of this article is that C-Ship has not been successful and the GSE's still remain a "systemic risk" to taxpayers. Groundwork to continue it indefinitely regardless of the 2 entity or single utility model. Corruption runs too deep here to let them out.