The question is - do you believe what you have been told by Dave? Is Dave credible, clear in his vision, transparent and competent?
The answer would have to be an emphatic yes.
But how do we really know? How can we ever know except by gut feeling that it is what he says.
The question then becomes has he been loose with his language? Perhaps, perhaps not. Has he knowingly raised expectations against the facts? Or has he stated what he believed to be the true situation?
All companies have missteps. Whether this is one or not, the issue is whether you still believe we can turn the signing up to deals in so many countries into cold hard cash.
Of course, for a small co there will be teething problems and learnings to be had. They have already acknowledged such in the past.
Nothing has changed for me, not my opinion of Dave, nor my belief in what this company is trying to do.
I will not be panic selling nor be intimidated to do so by those who want a lower price.
BUD Price at posting:
21.5¢ Sentiment: Buy Disclosure: Held
