old valuation: legacy 5c smart mirror platform 2c management -2c net 5c
new valuation: legacy 5c oem/thai sourcing 5c smart mirror platform 2c management -1c net 11c
oem market(of the smart mirror) to the bikers may just save the day!i say 33%+ chance.
can capc become a takeover target by a fton-copy-cat??and how likely???i say 10% chance.
ps-the required multi-year investment/struggle to configure a workable supply chain,is what makes the company interesting,and its ability to scale up the volume for oem plus low risk of this agent/broker operation,is what makes the company worth my wager.again,this dog has too many fleas and at your own risk.
ps2-my time horizon("sit tight") has increased from 2q to 4q.