There is no doubt the company is doing everything right and the...

There is no doubt the company is doing everything right and the US i believe will see it turn from cashflow breakeven to highly profitable over the next few years.  

But to play devils advocate look at it this way is that already priced in?  Imagine you could buy the whole company Market cap it now 870 million.   You could sit 870 million in the bank and even at 2.7%  dismal current rates make   32 million 200 thousand per year with NO RISK.   Or you could buy near map for no income a lot of risk and 30 - 40% declines to test your nerves hope they execute on the strategy and turn you into a multi billionare.  Is it worth the risk?