short selling, page-2

Hi Beto, I have a contrary view to yours. I agree it's been thrown off the rails for the moment, but longer term SRV could actually benefit from Covid. You're right about it being a highly competitive sector, but many of those companies have been "swimming without clothes" and are about to be exposed. On the other hand, SRV not only has no debt whatsoever, it actually has about 50 million in free cash. So it will come through this. It will be a "survival of the fittest" in this sector, and SRV is at the top of the fittest. The sector itself was on a strong growth trajectory before Covid, and I expect that will resume in time. As regards metrics, we are talking of a company now valued by the market at net 150 million, that was making 50 million a year a few years ago, and still 30 million at last report. I think it's gotten about as cheap as it's going to get. I've been adding. I do see where you're coming from, I think what you say will be right for some others in this sector, but I see SRV as a buy, not a sell. It will take a hit, and a few years to recover, but I think it is great medium term value at these prices.