LC, I still hold LBT at the moment, no profit-no loss. I admit...

LC,
I still hold LBT at the moment, no profit-no loss. I admit the contract size are quite different between the 2, however, once APAS will be on the market, all R&D cost will have been paid, and the royalties will be rolling in. It's a longer term strategy.
For XTE, they will have to renew this kind of contract or keep on growing with M&A. The profits will pay off very soon with some redistribution and a great rise in SP.
I agree, in hindsight, I should have put more in XTE, but don't like to be overweight in one stock.
Anyway, should be a very nice christmas.