RE: Oversold IMO6 Feb 2024 13:29
Alot of negativity here lately but I am still holding as I think this will come good in the long run, I think the recent down trend is mainly macro related.
I know MM takes alot of flak here but he has eluded to an ingenuity partner in the pipeline which is greater than 1 billion gmv alone and I don't think he would sit there and straight up lie about something like that, more likely these deals just take a long time to finalise, we need to be patient.
Something which I don't think has been spoken about is that he mentioned on the last call a deal with a major coffee partner for a protein drink (hope I am remembering correctly), looking forward to seeing who that is, if it's someone like Costa that could be quite lucrative.