Well, whether it's a 180, or not, it's a whole new business, alright.
At this point, it's the same as a R/M, imo. Except that in this case, you don't have new management.
But rather than investing in ASPZ, you're really investing in Dan.
And, let's face it. So far, he doesn't have much of a track record to give anyone a lot of confidence.