you've got that right. I suppose I'll rotate some more funds into MPR if it continues to have rising billings with a stagnant stock price. IMHO the major downside risk is if the entire market melts down - I just can't see much lower based on the fact business appears to be slowly picking up.
BTW - Does anyone have any idea how much was paid for bio-reaction? I recall the original PR said that "the assets" were purchased, but when I looked somewhat half-heartedly for the actual price I never found it. I'm presuming it wasn't much, but it would be nice to understand the terms esp in light of the interesting order yesterday
http://www.bioreaction.com/home/
I could see this being somewhat of a catalyst for some attention if it becomes a decent portion of the total book, although how sexy can advanced composting be?