Easy...You may be right. Still, it is speculation not fact. I would like confirmation from PTSC or Pohl.
Regarding recent stabilization, I could argue recent signings and potential J3 settlement have made the MM`s cautious about taking PTSC back down. Recent signings are bullish, no doubt. However, the Market may want to see the numbers to better gauge PTSC`s value. Remember, this new found business model is difficult, if not impossible to forecast. Each signeee, depending on size and industry may dictate different terms. Furthermore, we have no idea what TPL is charging per firm, only that the price whatever it was earlier has now increased.
Patience is key. PTSC needs a few quaters under their belt of >$50M Net Profit after taxes to establish a trend for the market to predict future returns and proper valuation.
Best Wishes
Virt