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Re: GetRich1day post# 56276

Monday, 01/08/2018 10:49:14 PM

Monday, January 08, 2018 10:49:14 PM

Post# of 81999
Sure, the letter wasn't a great deal more than a New Years small summary. Didn't set the world alight but not sure it was supposed to. We all know the company has strategically re-organised. We all know they are carefully looking at M+A, we all know the authorized needs to increase soon enough to allow room to manoever. I am sorry but i simply do not expect them to provide intrinsic detail at this point. A) they can't i am sure from an NDA perspective and B) they shouldn't from a strategic/competitive perspective. This is a rapidly moving space and if we want Sigma to take advantage of that then we absolutely need to allow them room to. They have proven to be fiscally conservative over the years, they are extremely well connected in the space and have a unique technology that it looks like the industry is heading towards needing as it moves to production. I do not want this stock to languish, i want them to capture the opportunities. I didn't bet on an established blue chip. I am taking a bet on Sigma, a small, niche tech player in a booming market, after years of due diligence. Im fully prepared to give her and the experienced management a chance to fly. I want them to find M+A targets, i want them to build a ecosystem that's bigger than it's parts. I see value in that.
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