Scott:

Thanks for the article.

"“The biggest challenge they’ve had is that they’re a pure play,” said William Lacey, an analyst at FirstEnergy Capital. Other companies “developing a project like this have it in a broader portfolio so the focus is somewhat diminished . . . Opti has the pain of being entirely this project and any hiccup is magnified.”

Unless I'm misinterpreting this statement, the analyst is saying that being a pure play, one trick pony is HURTING the company. If I'm correct then this would be an endorsement for the Integrated Business Model of CLL.