$INV investor sees Accelsius deal as "very small step" but hinges on valuation. Key demands: flat-to-up round, use proceeds to retire expensive WTI loan, shut down Refinity and AeroFlex, slash headcount (currently 15, down from 40), and eliminate consulting deals tied to Otworth, Austrup, and Scott. If executed, believes $INV could become an Accelsius tracking stock and rerate to $3—though WTI dilution remains a wildcard. "Does Grieco have the chops to get this all done? Time is of the essence."