@mondyinvest
You have both perfectly enunciated the risk and opportunity. Long term XF1 looks a very successful growth investment in a market which is currently growth adverse.Had some funds on board (still?) but the corner stone investors are the 2 founders 33%). We don't know what motivates Griffiths at the moment so why try to guess?
For Mondy, on the outside for now, the risk is all to the upside. For those invested there is a unknown probability to the downside. Sell and buy back or wait and DCA later?
How much, if any of the slide is due to the market sentiment and how much is company specific or Griffiths? Who knows but I'll bet there's plenty of people trying to make the same guesstimate.
The only thing I know for certain is the day to sell was Jan 21
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