A potential settlement or favorable outcome in the Cassius case could unlock substantial equity upside—we're talking 5 to 10x returns or better from current levels. Conversely, an unfavorable resolution would likely impair equity value significantly. What makes this compelling is the payoff structure itself: you're looking at a defined downside with pronounced convex upside. That's textbook distressed investing territory—asymmetric risk-reward with the odds tilted toward outsized gains if the thesis plays out.