Blip in the road, fuji lawyer’s busy, $2 target, page-37

Even inept people can make a deal. Whether its the ideal deal is the thing.

I assume CYP management are highly motivated to get things done, but may come up short on the potential of the product and in regards to what is the best outcome for us shareholders.

They will still walk away very rich given the options/share setup they have even if they do a relatively poor job. Hence the skepticism that they are lining up to deal with just Fuji, since their payday will be massive regardless of whether they get other players in competing against Fuji or not. It would be in their interest to do so, but at what effort relative to the big payday they expect from Fuji now? We are motivated to agitate for them to get more interest from outside of Fuji but we see no evidence of them really doing that.

That said, we will also do well even if they dont maximise our returns. Is that return better than other potential investments, it may still be and that's why I remain in.