Anybody with a long term horizon would be defending all the above (naturally).but then again - you sound very concerned for a long term holder...
I think what your missing is the crazy valuation on this stock, their underlying assets are imo not high quality, and I am questioning their accounting methodology.
you've taken a very broad approach to answering above - i.e. if this happens...or if they grow.
you have elected not to mention how on earth they are going to meet guidance next year - I am betting they wont, and you will see a big correction.
BLA Price at posting:
$7.40 Sentiment: Sell Disclosure: Not Held