While I'm inclined to be cautious, I would say that I left the meeting seriously considering trying the cool-aide and getting the team tattoo. I get the distinct impression that it lives or dies on V3. And given they've had such test results so far, would be a fair old shock if it doesn't deliver good results.
So for me, the main risk is the negotiations dragging out.
ALT Price at posting:
0.6¢ Sentiment: Hold Disclosure: Held