Following this story for 18 to 24 months. Not sure if I am comfortable with all the fingers they have in the various pies (Gold, Crypto, Station, REE). Are we about to pivot too REE ? Is the MRE for Gold going to be a dog? (I remember the pump and dump from last year)
Management need to decide who and what they have, communicate that story and delivery. At the moment the story is confused.
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