In it to win it! All speculation from here on the pessimistic side and the optimistic side. Nothing is 100% laid in stone. Company is for sure candidate for RM IMO. Has potential for major win. My holding in this is less then 1% of my portfolio so I am not going balls out if that answers your question but I hold a decent amount never the less. Best I can say.
If this were the Olympics and I were a judge of this message board would for sure give the advantage to the optimistic side with the DD presented. IMO of course.