I’m happy to hold and see, simply stating my thoughts as to why I’m not expecting to see a rerate in the short term.
Amazing job, that is an emotive overstatement given the cash that has been sucked up to get to this stage. I’m relatively happy with my holding cost having entered last year, but hard to apply amazing to the overall position if you’ve been in for more than two years. Amazing in my book is piles of free cash flow and a sustainable business, not a bunch of engineers high fiving over flowcharts and pond liners.
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I’m happy to hold and see, simply stating my thoughts as to why...
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