Same thing happened with WFE - their project gone nowhere for a...

Same thing happened with WFE - their project gone nowhere for a year and when the right ppl come onboard to acquire new oppotunities, the sentiment changed and before you know it it's already an 8 bagger. These are just one of the many examples happened over the last few months.

I can't see any different here with CGM - backing the right management. Time will tell. Worst thing that could happen is we lost a few pips and then move on, but the reward is anyone's guess.