Or.... Diversification enhances risk of killing a company... Like management have stated til their eyes bled.
Why invest in a company who you want to do "this" when they say explicitly they are doing "that" and here's why we aren't doing "this". That doesn't make much sense to me.
Also, the product does not align with many industries in their ability to compete with a Crowdstrike who can manage a file share through E5 and brokers who don't care about archtis and the extreme file protection layers that the product delivers. Regardless of whether you believe this is fair or right or not, it's reality. Reality is merely an illusion, albeit a very persistent one.
This is why we trust management to do their job and choose their own adventure.
AR9 Price at posting:
7.2¢ Sentiment: Buy Disclosure: Held
