Agreed stu! That's why this is such an amazing investment from many of our perspectives. The tape and chemical business would seem to justify the current PPS, and just a little of new market penetration from Pakit, and if the Cambridge tape facility runs at 33% capacity or more, we could justify $2+.
If something happens with P2O, where it doesn't go to plan, I'm sure we'll see the stock plummet, but the worth of the other business's should eventually get realized, and the stock should come back over $1 from value investors eventually.
That makes this one of the easiest gambles I've ever seen.
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