I welcome shooting-stars post and think that this para answers your point:
"While newsflow soon after IPO was very disappointing I believe that this company is not broken. They are still growing revenues this year and revenue growth has a huge chance of accelerating into next year. The company has been established in banner advertising for a long time and has a strong board. downside risk is hugely limited by the company's net cash position."
As he says, this looks like an opportunity but I have no cash at the moment.
