I can't seem to get access to that report on my end for some reason. At nearing a $900 million market cap there's been a lot of buy in already, the market gives plenty of opportunities and these type of stocks do tend to get hit hard in a sell off. Being what it is there will likley be more cap raisings as well which could provide an oppotunity to get set on the share price weakness that generally follows. Then again I don't think there's any harm here in waiting until there is revenue coming in the door or even approaching cash flow breakeven or you actually understand the product and the commericalisaiton implications. If the company is as good as what it markets itself to be you can still make a lot even if you're a little bit late to the story. There's a lot of crazy in markets at the moment so pays to be careful.