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Re: ZenMan 111 post# 48721

Sunday, 04/14/2019 11:09:31 PM

Sunday, April 14, 2019 11:09:31 PM

Post# of 70340
Of course first mover is meaningful - in the short term.

Investors are looking into the future. The opportunity for investors to take advantage of the first mover has long passed.

First mover advantages in this industry [for the investor] would only exist if the act of becoming a first mover secured monopoly like control over the whole industry. This is not happening.

The first mover will only help Aurora secure hundreds of millions in extra annual profit until the growing number of producers [globally] increasingly consume more of the demand. The 'extra' annual profit.. is already priced in - while the global number of producers is increasing exponentially.
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