Finally got a chance to listen to the conference call. Some good detail on this transaction (1.2M invested for a 10% stake in Anagog) and a restatement of the logic behind this investment. Also spoke with IR last week which was helpful. Satisfied with the answers and info. Still hope they are more transparent on future PR and not wait for a quarterly reports to provide reasonable detail.
Added today as well. If it drops again tomorrow, will continue to add. It was a good Q4 and a good 2015. Expecting the same or better for 2016. Fundamentals, margins, and profits all pointing up. So averaging in this week.