Brilliant numbers all round, growth in rev, div, cash, no debt to boot, and clarity for the market.
Agree that numbers may be conservative as well as the snowball may have started to roll, especially with clarification yesterday that vertical integration is achievable.
Notice that the sell side is drying up, this bodes extremely well as the presentations have just started and you would have to think that the brokers will be pushing this to the small cap fund managers.
Story is there and real, story is now beng sold we should be re-rated from here.
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