Conference call /resultsDidn't answer my queswtion on IronCAP revenues from the partner agreements or describe a clear pathway to profitability. The breakeven, which I recall was forcast for thsi year is now 2 years out. Who knows?
It's a tread water situation while the sales force (i.e. partners) is built out. Not in control of the key sales lever as I see it. A significant new partner(s) of solid results form existing partners will help.
That said, it's a small spec holding for me that has minmal downside and the potential of a 5-bagger, or more, if it catches lightning in a bottle.