FLC 1.04% 9.7¢ fluence corporation limited

FY17Q2 Conference call, page-25

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    Yeah, cos "a trillion dollars under management" is the little end of town.

    The client market gets it, thats why bookings are ahead of expectations, pipelines are bulging and they are pumping money into manufacturing capability and growth.

    The investor market probably also gets it but are either perma-focused on the top 200 or, for those looking beyond, currently mesmerised by the potentially immediate gains of battery minerals and cryptocurrencies.

    I feel for the FLC guys a bit. They are building a compelling company, and are executing brilliantly, yet here they are spruiking month after month to raise awareness. It's a matter of time before Richard Irving cracks, flips a table at an insto lunch and screams "are you not entertained?!!" with eyes bulging.

    But you do you, and concern yourself with 120,000 oppies at half price. Meanwhile we'll wait for the Canaccord report, the several MABR contracts in China we should see within 8 little weeks, the next 4C, and whatever other surprises unfold. If you are patient and happy to hold for a few more quarters then either be positive and make money, or be negative and make money. It only affects you.
 
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