I think it's reasonable to be sceptical. I only jumped on in the last few months but looking back over the years they've had roughly the same story and not much to show for it. This year also likely sees the end of their year on year revenue growth signalling the 1A may have peaked if not for Xianhui Meng galloping in. While this is somewhat of a forest through the trees situation it's still concerning.
Rob's remuneration is also rather excessive given the size of the company. Hopefully Revenue, VWAP and remuneration continue to move together...
Tomorrow's(?) quarterly will be interesting.
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- A Letter From The Uscom CEO: July 2018
A Letter From The Uscom CEO: July 2018, page-4
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