I want to find out the sellers identity, was it a disgruntled former part of the management team? Was it a high net holder that was so pissed that he had a chunder down the crapper? Who knows but from all the 3rd hand goss going around the Taliban are not happy, neither are the doctors, specialist medico’s , the engineers, contractors, real estate agents, farmers, plasterers, renderers, mining execs. Did I leave anyone out? The swap out CFO position is bad timing, but the replacement has the runs on the board, speaking of that, I wonder how Miles is feeling seeing his investment down more than half? There is no way that he would gamble on this if he had a clear picture of the future, Kurt was vested in at a 31 cent valuation for NC, now that is only worth 30% of the initial valuation. So many insiders are bleeding out from their eyes, and also many true believer share holders. As for me, I had expectations of this being a dollar by now, some of the partners are multi billion dollar outfits, even that TNT basket case was bought out, maybe we should be bought out if as a minnow it lacks critical weight to be a front runner on the lucrative contracts, have the big accounting firms as your big daddy is risky as we all know what happened through news reports, this possible can rub off badly and cause a smell, even by no fault of the companies under the big umbrella. So where are we? Has the company been anointed or a disappointment? The no news situation allows the needle to swing wildly on rumour or just on what is going on in someone’s head. I went back to go over all collated data, the company should be up on last figures but by how much? The growth rate should be looking good but what if the larger cybers have scooped up our target market? We do not know, but the latest defence spend will most likely have some spill over into cyber, how many billions now? Keep your eye on LinkedIn and Twitter X or the Muskiverse to catch some snippets, they are rare but look at who likes what. Anyway we are all in the pot together, waiting to see if the secrets have underlying dollar values.
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