@trader, agree that it could produce 3x+ if they can deliver. This is a binary bet. I just think the other side is the one that will pay off.
@Apollo0811, as someone else has flagged, I wouldn't be counting on $37m in inventory actually being worth $37m. And in any case, it's illiquid - if they need more cash tomorrow they can't just flick a switch and get $37m for their stock.