thanks gestalt. makes perfect sense - and the lac
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Posted On: 07/06/2022 5:04:28 PM
thanks gestalt. makes perfect sense - and the lack of any volume backs that up also.
the bottom line is that we trade as if we are a pure binary risk at this point - no other reason for our market cap to be under 300MM, while we have products that could equate to the "10s of billions" worth of market cap.
to me, it's a massive opportunity, especially with the new leadership in place, and a pretty clear path forward. i'm positioned accordingly. the trick is to wait for this to play out, and for the rest of the marketplace to figure this out. to the extent it takes another few months, that's fine.
the bottom line is that we trade as if we are a pure binary risk at this point - no other reason for our market cap to be under 300MM, while we have products that could equate to the "10s of billions" worth of market cap.
to me, it's a massive opportunity, especially with the new leadership in place, and a pretty clear path forward. i'm positioned accordingly. the trick is to wait for this to play out, and for the rest of the marketplace to figure this out. to the extent it takes another few months, that's fine.
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