No, the December quarter is not always their worst. It was DUB's best every step up Q across all metrics in Dec 18 and it rerated this stock.
They need to deliver similar Qs of growth very soon IMO. This Dec one just gone needs to be the start of that.
They have used up their "lives" at current multiples and of thry don't deliver they will be rerated in the other direction.
Time to deliver. Also looking for language around cash positive on monthly basis by June - they've kicked that can down the road once already lets see if they reaffirm it or not.
DUB Price at posting:
$1.22 Sentiment: Buy Disclosure: Held
