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clock Created with Sketch. 20/09/23
12:22
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Originally posted by Mayi:
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It seems really tricky to try and buy or sell DRO at the moment and get it right.
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I appreciate your balanced and rational analysis! Whilst promising, the company seems a little too concerned about perceptions (and how it looks in the mirror) to try and influence sentiment rather than cold, hard sales. When referring to the 4C in 6 weeks, I take it you are thinking the big move could be UP? The profitability at break even (or slightly above) might be hidden because the company has stopped announcing deals of less that $1m (or is it $2m) and there could be a bunch of these that turn up in the 4C? Are there any other factors you think might turn up in the 4C that we don't currently have a line of sight to?
(20min delay)