someone, i think it was fatoomuch (apologies if it wasn't), posted that the only reason PDX revenue was up was the purchase (for £5k) of skerman. forgive me if my cotes du rhone fuddled brain fails to follow your line of argument, but surely as a holder, you wouldn't care how PDX makes money, only whether it does so or not?
if it turns out that the revenue stream doesn't continue to expand then we can say that the purchase was a bad one, or that the underlying business is flawed. if however revenue continues to increase, i for one don't give a monkey's why.
if you're in for the quick buck, PDX may well not be for you. patient/impatient...stock market...transfer of wealth...etc