tierradelfuego
I remember reading your post a couple of weeks back. In conjunction with your post today, it makes a lot of sense and is substantiated by the top 40 holding.
Nice to see a logical theory on here backed by facts. Certainly the best educated guess that I have seen in recent times IMO.
I find the news flow of this company to be very good for a spec stock. I rarely read an announcement that leaves me wondering. They are clear in their message and tend to under promise and over deliver.
The underlying business is progressing towards the stated plan. If there are slight delays here and there then that is to be expected and is simply part of the day to day running of any business.
I really have no reason to be concerned about this company at the present time. My main concern is simply the macro events happening as we speak and how they will impact on all stocks. Aside from that there is not a lot here that doesn't make me smile.
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