I decided to re-enter this morning. I like how this presentation was thorough and goes into some detail on possible expansion opportunities. I don't have a lot of conviction and to some degree I am trusting management, whereas I think a lot of the market has given up on them.
Possible that there could be a short term rally for a few days and then back to test the lows. That's what happened with the sell off in May which has so far been a pretty good guide.
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(20min delay)