I bought OCNW at $5.75. They are going to release earnings Feb 18th at which point they might trade down due to near-term order uncertainty. However, the catalysts are there. I will post more when I have some time. If they get nuked after earnings, I will double my position and hold until the catalysts play out (1 year or so) or the catalysts wane.
Disclosure: Long OCNW
31 minutes ago