Anyone following SKS? Got a touch of FND about it but going it alone without the subcontinent hype.
SOI very small with model starting to produce some stellar numbers, MC 50M ish with guidance of $120m rev on solid organic growth, Profitable but needs scale to increase margins , Similar to say DTL about 8 years ago but better, got a bit of the 'son of DUG' about it but metrics even more impressive.
Wouldn't buy it now as surged yesterday through complete lack of liquidity on sell side, trading on 52 week highs but one for the WL, could be a grinder upper to a much higher MC over time.
Don't hold as being a contrarian we have been waiting for it to come back but did put daughter into it some months ago, was having a ball throw with the hound, BH and Eck outside and the 'pip squeals' from the daughter reached such a pitch we all went inside to investigate, thought she had done herself an injury. The sell side had dried up completely, the pitch being her response to the naked greed of the situation. Not a good reflection on the parents, she looks like her mother and sounds like her, the boys were quick to argue the 'if it looks like a duck' defense with the initial coupling being a 80% BH 20% garage human chemistry thing.
Another technical play is DVP, Copper & Li play , has been disappointing compared to cu peers last few months, Ellison a major sharholder flagged as 'non core' holding in his porfolio some months ago and he seems to be chasing cash, sold his holding for 200 some days ago. overhang now disappeared. Bill Beament play, ex NST market god is major shareholder and CEO, could be worth a look.
Boys snuck into register while no one was watching few days ago, progressing from explorer to Cu producer next 12 mths, high risk but apparently this guy knows what he is doing, all said and done depends on price of copper being the real deal and not just a current hedge fund blip. DYOR
