I like KNL mostly due to the management - they're long term thinkers, their showing that their thinking and making some good moves that will benefit them in the long term. It is for this reason I am a fan of AXE - they're playing the long game as someone else has pointed out to me. But it's also a TON play in a way too - park the money there, wait, and hopefully management make the right long term decisions (and a little luck of real results from their graphite), followed by a big price spike that I can sell into and only be taxed on every second dollar.
MRP is like that too... glad I stumbled upon it separately to some others on HC. Was buying it before it was mentioned, at the RIGHT price (I think). Maybe it means I'm developing a good eye for good management - maybe it was a fluke. But I am on the hunt for young shlomos, hence why I'm in. I'm going to disappear the rest of the day I think. Need to start rethinking the exit strategy for TON - it took an unexpected turn yesterday - it certainly surprised me to the upside. Took part in the SPP at 5cents, doubled down when it went into the 4s. Has not looked backed since. Buggaa me.
TANOTFA put up a lovely chart on the TON thread - but the mob ran him out of there when he had the audacity to suggest people take their profits. on the way up whilst maintaining a core position...![]()
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