I am discussing the company, the comments of which you have ignored. Since you are so big on discussing the company, why dont you put some figures on your so called discussion instead of superfluous comments on Thorney? SSM has guided on 20m EBITDA, the current EV is less than 6 times that. They are exposed to tailwind sectors, and they have 2 smart investors backing their opinions with money.
Investing is a probability game. Sure, smart investors make the wrong call occasionally, but betting against them as a general proposition is a quick way to the poorhouse.
Rubino is the CEO of MND, and he has created over a billion dollars in shareholder value. Do i think you are right or Rubino and Waislitz are right? Thats a no brainer.
SSM Price at posting:
22.5¢ Sentiment: Buy Disclosure: Held
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