RE: Great Summary29 Dec 2020 12:10
True.Can't short underlying organic revenue growth for long.Dvrg has multiple organic revenue streams ex-covid streams.
Anything extra is a bonus with the added discounted research value dvrg/integumen/mwg already had at the beginning of the whole depressing saga/pandemic.
Thus an advantage, especially in wastewater epidemiology and the tie-ups with avacta, dell, etc...
Dvrg could definitely 'surprise' the market out of 'seemingly' nowhere.
Still can't belive EUA rallied so high though and Jubcapital went bankrupt through their short position there.