Nice post, and agree.the growth factor is what keeps me on the...

Nice post, and agree.

the growth factor is what keeps me on the sidelines along with the fact I have a handful of more promising “established” stocks running lately, so capital spent better elsewhere for me.

I think a chance for a further drop, particularly if there’s a cap raise on the horizon.

business has a solid MOAT, but something is amiss with the take up / growth. Debt is so cheap so the financing / debt profile is easily managed, and will remain this way for the next few years. It’s the sales.....

these sorts of stocks however are very slow burns. Take MP1 for example. It spun wheels for years before traction really hit.