Possum, Sivart
Starting to seriously think along these lines also.
Their disruptive technology which significantly reduces capex and progress thus far suggests that even a $1bn right here, right now (i.e. double the current share price) would be small beer for one of the bigger boys and potentially a steal.
One thing is for sure ... buying has been relentless and as its MC approaches $1bn, other funds may then join the feeding frenzy.
Either way, stoked at my P&L for barely the past month.
"Value is in the eye of the beholder".
Timbogold
$1.50 party, page-177
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