I fully expect that they will need additional financing as meeting cash flow needs on a monthly basis is not "guaranteed" to happen by the time the cash reserves are too low to take a risk.
As for busting out, we may be close to seeing more explicit stuff. For example there is still no real knowledge of the NSM customers and design wins even though they are advertising safekeeper. There is a considerable amount of desing work underway and NTRU is only one example of a partner in process.
The incidence of revenu is going to lag these announcements. Thus if things go as planned, we should feel better about the opportunities and likelihood of success even as we once again worry about sources of funding.
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