I just dont see how $37.5M worth of investment at $1.50 can have changed so dramatically.
The miss vs prospectus is not huge and the driver is B2B with COVID. Its not as though the business model and its fundamentals have changed. B2C growing strongly.
A company on the verge of profitability, a clear growth plan, new facility coming and revenues of $140M plus.
Maybe I am just a bad investor...
YFZ Price at posting:
53.5¢ Sentiment: Buy Disclosure: Held
