PBP worth a slot on discerning WL,
Model going through initial stage where it has ceased to 'take' and is in the preliminary stage of wealth generation for all stake holders, today's ann absolute corker.
Threads might consider model too mature (case of look elsewhere) but the majority of dollars available to be invested within market would only just becoming aware.
Relatively small MC ( < 100m) generating a lot of cash with good management.
would not buy now ( up 10% today) but would consider on weakness and in this market weakness is pretty much guaranteed for all stocks.
Disc: hound and I have been accumulating on weakness.
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