Despite his obvious stumbling through some of the names etc., I thought this guy’s look at our IMU was really good. No fluff, favour or down ramp, just what I believe to be a no frills matter of fact analysis. At first I thought it may have been him copying from one of Ben’s posts (no dig Ben, it was a compliment, just that it sounded quite educated beyond most of us, me included, and that is you to a T). He sounded Iike he was reading from a written out script, but also added some extra thoughts at times.
He hit the points well I thought regarding risks, what investing in Bios is like, and also gave a factual summary of most things we have all been discussing here over the last 2 years at least, about almost everything and anything to do with IMU re the science, the runway issues or positives, what risks we face, what potential rewards we could face.
It certainly wasn’t mind blowing in any way, but a useful and thoughtful listen. Thanks TB.
GLTAH. Onward.
Media Thread, page-12852
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