I personally think the SP will surpass its current high in years to come, and therefore may be a great ROI, especially at these prices. That does take into account certain growth assumptions.
The recent announcement has deflated sentiment on the company, and possibly management, but in my book management continue to tick all the right boxes. Downgrade disappointing, but as long as they keep investing into their product and focusing on dominating their market, I'm happy to hold in hopes that they achieve the target growth rates.
A company like this where SP relies so heavily on growth, the management and product are the main indicators, in my opinion, of its eventual success.
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