RE: This week9 Jun 2025 11:40
Hopefully it will continue to be a place where bulls and bears can voice their opinions freely.
These get tedious quickly when they become an echo chamber.
I am long, but will never dismiss thoughtful bear posts.
For me, at the time of print, the risks are obvious, but the bullish thesis includes chunky inside buying, a decent cash runway, a management team that appears to be of some calibre, and in a sector that is, unfortunately, going to only get bigger in the years ahead.
This is still a flutter for me until/unless the BOD delivers something that suggests it is a serious business, worthy of potential longer term investment.
Hopefully I will have a decision to make on that front in the coming months, but for now, I'm going to kick back with this one and see where the journey take us... GLA.