Talitha-Alaska, page-2148

Yeah they need a big next qtr TT to show us they’ve been busy. I still would say the cash and profit coming in each quarter is promising , the EV continues to come down. The real question is what are they going to do with it. GC21 doesn’t take pressure off , the declines are continuing as they do but it does give us a clean slate and for that I’m hopeful. I’m torn in a rerate after GC21 but I think management will still need to declare what’s next before we see some love.

The company itself is solid balance sheet wise which is why I still hold , I’m just trying to scalp some wins elsewhere . The problem is I’m still so far down on this over 3yrs that making back the shortfall through other trades is a big task (2.2 avg. even with consistent buying at the lows)…. I do still see potential I can make it back here quickly , which is why it’s been a tough call.