Yep, I completely agree.
My view is almost zero upside is priced in.
I think management could have - in the earlier days - messaged the delay between POCs and contracts being signed, a bit better.
Also, in the context of almost zero interest rates, and post-covid free cash being given out, the frothiness of the market and share price pushing the price up beyond all reason have probably also contributed to recent shareholder (both current and potential) wariness.
Ann: Investor Presentation - Quarterly Results, page-143
-
- There are more pages in this discussion • 69 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
