It’s not really valued at such a low price- not much stock has changed hands at these prices and I suspect some of the stock that has, has been churn of the same stock.
I am very disappointed I didn’t get to pick up more at these prices. Next quarter is seasonally the strongest as well!!
Oh well- I guess I have enough exposure if this keeps on executing. I think we will need 3 quarters or cashflow positivity to get a sustained rerate.
Ann: Quarterly Activities Report - September 2018, page-16
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