The author argues CREX is undervalued at a $25m market cap given enterprise deals with an NFL team, Fortune 500 companies, and quick service restaurants, and says they are buying more. The implied mechanism is that these enterprise relationships should translate into revenue/growth not reflected in the current valuation. The author acknowledges the company has more debt than they would like but believes the new CFO is managing it well; no specific catalyst or timeframe is given beyond 'very soon'.