Well, IMHO, I'd bet even money that we are introduced to our new CEO at that meeting (with a PR notice a couple of days before). Caveat to same bet: if they have not yet secured a new CEO at that time, the SHM will be pushed out to accomodate this happenstance (SEC rules permitting). Note I'm only betting even money! (suggesting a mere 50/50 chance).

As for Baroni and company involvement - I'd feel a bit more comfortable if they sought out another opinion re: CDX/PDSG beyond the one. An illness is detected, get advice from more than one physician. I say this because Baroni and company have a clear motivation - to try and force fit a situation that might work towards the "vision". Though I like the PDSG vision, and I think the timing for the offerings is good, it may just be more prudent to sell it off for good profit rather than hope and pray that the BoD won't bungle another opportunity. After all, it's pretty clear that they are clueless about the technology and how to go about selling it. And they are depending on the input of one sole unproven entity to try and bring about a positive outcome. Not too comforting....

JMHOs,

SGE