Hi GW:

I am also very long here and it is certainly tempting to rush into the market and average down. But I assume there is a good chance that the market will not pay much attention to the AUM story until they have actually started production and proven they can be profitable. Not a lot of encouraging history to attract new shareholders. I also wonder if there is a chance that AUM will be purchased by a larger company. Maybe their assets are too small to attract an offer. All very interesting.

Cheers!