That's always a risk with these illiquid microcaps, but I am inclined to give the benefit of the doubt to the long-standing, founder-lead, aligned management team here. Essentially the Hooper family co. that is publicly listed :)
As you say @thunderhead plus honest, humble, non-promotional management that have demonstrated trustworthiness with capital allocation. Exactly the type of management I like. LBL is a large allocation IRL in my portfolio.