the risk for RNT is the requirement to raise capital again before becoming cash flow positive. Any delays to the 1H18 timeframe and this will be punished!
i bought in a while back and have topped up at these prices knowing full well the risks that lie ahead. But, i don't foresee me needing to sell this holding in between now and the end of the year or even midway through next year so happy to be patient and let management monetise the assets. If they can achieve this quicker than expected then even better!
the risk for RNT is the requirement to raise capital again...
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