Decreased comfort level

[admin]

Hi Jeff, knowing what's really going on would be a start. It looks like they inflated expectations, despite having a legitimate product and bona-fide customers in what's undeniably a growth market in the early innings. But they will have to come clean and stabilize the cash bleed to even consider moving back in. Now it's just a gamble, for all I know, the whole thing could actually collapse or forced to take toxic financing to keep afloat. It's a curious story, a showcase of the fact that in these smallcaps, the quality of management matters a lot.