RE: Just filter as your playground insults say more about you...3 Jun 2026 10:59
I don't completely disagree with you Magic. I do think the revenue numbers are noise right now, but they are behind the schedule that they set out last year, which isn't a good look.
If I look back at my key investment risks (before dumping a f**k ton of money (for me) into this stock), other than the usual pre-rev / mining co risks, it was the company structure complexity that worried me most. Partially because the breadth of what the team are trying to achieve is demanding on both time and cash.
What we've seen is maybe a lack of mgmt time available to be spent on certain activities to properly drive them forward, and I'd imagine the acquisition would have soaked up a lot of snr mgmt time. The distractions and multiple fronts haven't gone away either, but it feels as if the foundations are in place to now for the team to really push on - noting that what they have already achieved to date is no mean feat.