Yep - it will mostly likely drift south.However, even for those...

Yep - it will mostly likely drift south.

However, even for those not intending a long term hold, it seems worth hanging on until they go public with the new business stuff.

I'm not sure how effective the stealth approach is for keeping competition in the dark. It's pretty clear from the hires and the purchase that they're getting involved in supplies, services and online sales. It's just the flavour that's lacking. Though, I can see they might want to keep potential partnerships and supply deals hushed up until they're locked in with contracts.

Cheers