Great response. Unfortunately a common refrain on HC is “your views don’t agree with mine, so you must not have done enough research”. This is clearly a logical fallacy.
Although you’ve now sold, @himalayan if you wanted to share some of your discussions with / lessons from IOU management, that would probably be beneficial for these threads. One of the unfortunate things about being invested in an overseas management team is the limited amount of contact available for investors to speak with the operators (particularly in IOU’s case). You obviously had some good confidence in the management team to participate at 1.5c, 3c and again 50c so would be good to hear your views on management if you wish to share.
Well done on your investment.
Cheers
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