I don't hide my comments or my positions. I had KTD ipo shares and I had UUV shares and I have DRO shares. it's all in plain sight. I know the companies very well.
I wouldnt pay over 25m for Omniblend and I think KTD is worth very little (well under 10m) and then there is cash on hand and assets. The main difference here is I see a dairy processor that is losing money and probably won't turn it around. You can see it another way. but for the last 2 years KTD has been missing targets. I think they will keep on missing, you think they are all of a sudden about to be someone different/better. I go based on history, you go based on hope. I think the stock is priced with almost certainty that the company explodes, while the risk is very real!!
the smart investor takes in the information and processes it. others are left pay 40x earnings for a stock (what this one is at) that has serious misalignment issues. please let this guy go to 50c+ and I'll make money on the way down.
KTD Price at posting:
38.5¢ Sentiment: None Disclosure: Not Held
(20min delay)