I’d like to take credit for aventurine’s post because it was...

I’d like to take credit for aventurine’s post because it was well considered, but alas I can’t.

I must admit it’s frustrating to see our peers flying when we aren’t. Despite having the better business, cleaner cap structure etc. However, VOR is slowly and steadily building - which means we are less susceptible to big swings like the others. I watch AR9 and TNT and they are quite volatile.

I am not questioning management’s execution. It has been excellent. But both management and the board have demonstrated they have no real market understanding. That is to say, they don’t seem to get how to play the game. I’m surprised because I rate Bombora as an investor and thought Gregg would know better but it’s clear Jeff has no idea how to engage with the market and he’s not getting adequate guidance from the board either.

If you want to play the roll up game you have to sell the sizzle a little.