RE:exactly what PLI should have done years ago...not too lateI disagree. I am still a believer in the "free option on 4050" investment thesis. If 4050 fails wait a few years for proteins to deliver.
If proteins were a few years ahead such that PLI had consistent and growing revenue then that might be a different story. But current resin revenue is too lumpy with an unclear growth path. I am more confident with the combined possibilities.