Ann: ANO Investor Presentation Update, page-133

Perhaps I could just recommend a book to get you started on your investment journey. Dont want to be working in sunscreen forever am I right?

Security Analysis - Graham and Dodd

The known facts have been covered extensively on this board and I take no credit for digging them up. The only value I can add for you is that I've analyzed thousands of stocks across many markets over the past decade and this probably ranks as the most attractive opportunity I have found thus far. Near term looks great but I would never bet on a short term event in the stock market. I always take a 3-5 year view at least. It is totally immaterial to the long term value of this stock whether there are production delays. What matters is the growth of the global suncare market, the rate of penetration of mineral active ingredients, and ANO's competitive position within the mineral market. ANO is positioned to be a long term winner in a multibillion dollar market, and that is just one of their products. So I would disagree with the notion that the market is extremely optimistic about the future, rather it is still catching up with the present reality of how profitable they have become with the new capacity online.

Another unique element here is the quality of management and shareholder base. Lev's track record is superb. @vestro and @kearneymaurice are clearly top class investors sharing valuable insights into how the business works and how management operates. When all the cards are laid out on the table for me, I can't help but bet big.