alas, the debate between the longs and the shorts on the CSMG Board has the potential of becoming tedious. We are almost to the point of weariness on a couple of subjects and are running the risk of compounding the boredom. Perhaps a personal testimony would offer some variety. Therefore, I would like to state in a few words my reasons for owning CSMG. But first, a disclaimer: I have a substantial position in CSMG which I have steadily built up over the months.
Having some familiarity with equity investments,I liked this story from the start. Every time I performed a little DD I felt even better about it. Obviously, this company is early-on, subject to most of the risks and unknowns that are common to small microcaps.But the potential was and continues to be electrifying. I decided that the risks were acceptable and that, in this unique instance, there was a counter risk I faced in not taking a position- a totally unappealing choice.
Investing is anticipatory, the placing of bets often on things not yet seen. I think we are not aiming high enough in stock price guesses. My guess as to where CTUM is going on the first sustained run would be in the $8.00 to $10.00 range. Express40
