Don’t take this the wrong way but I’m going to agree with you on a few things @arms.
US strategy could be a lot better. Personally I don’t think racing in there to grab som short term, low margin revenue is the answer, particularly where it would require diverting inventory. I’ll go on record and say I don’t think any provider that jumped on the short term opportunity to supply into the US will keep doing so long term for now. Some good short term marketing for the likes of Bubs but that’s it.
MVM - I don’t think it’s a bad play but would prefer 100% in if they’re going to have any stake.
it comes down to the results on Aug 29th. I think they’ll be good but also think the management team won’t go overboard. No point reporting a huge windfall if it flattens in the next report.
I’m interested and invested but don’t have a crystal ball or inside knowledge so can only base my opinion on what I see.
A2M Price at posting:
$4.88 Sentiment: Buy Disclosure: Held
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