i was thinking about cus on the way to work this morning. Some...

i was thinking about cus on the way to work this morning. Some of my random thoughts:-

- we get frustrated at this company becuase as investors we have presumably done our own analysis and decided that this is a good investment and we like the unfolding story, however the sp hasnt moved in two years. What is that we can see and other money cant .... Of course as interested stakeholders we are checking the share price and maybe discussion forums at least a few times a day... a case of watching the kettle boil perhaps...Is it a case that others havent looked or the investment at this stage doesnt suit their risk profile?

- CUS is still within the small cap space (not by reasons of shares on issue however lol ...)It's still quite clearly of the radar of the mainstream institutional money. Sure there are some instos buying in see HHL. However these guys are in a niche space. They buy smaller cap stocks with emerging growth stories at levels that allow them to make multiple returns.

- on forward 07/08 multiples cus is probably fully priced or actually more on the expensive side (leaving out growth potential). It is still an emerging story. Lets not forget that the company hasnt even made a profit yet. There is still considerable risk, in that execution goes wrong or earnings forecasts prove to be out of whack. If we saw CUS at.40 in the next month or two, thats the SP building in a considerable amount of expectation. Anything goes slightly wrong and the market would punish the sp. However the growth potential is there if you have the appetite for risk. That is the space we are playing in now. That is why i am in. It is this space that will allow those risk takers, in the event the story emerges as planned, to profit handsomely. If the forecasts prove to be correct that is when cus will suddenly pop up as a great investment for a lot of mainstream money. At that stage we will be very happy indeed.

If it doesnt pan out then we can all go to the pub, - i suppose within reason that is why one diversifies ...