You have summed it up perfectly. I have had my eye on this stock since IPO but pulled out at the last moment due to some changes mentioned in the supplementary prospectus. However I have been impressed with some recent releases and given their cash burn in todays quarterly, I reckon they could be positive by next quarterly and hence why I have bought for the first time today. Holding for the next 3 months as a minimum.
KYK Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held