Monday, June 17, 2019 10:14:15 PM
The traditional rentals are the base of recurring revs that can still grow over time as the underlying asset grows. It's all the goodwill & IP assets that have the exponential growth potential. And we don't truly know yet what Exxe can do with them, since the deals are just getting done and coming online.
It's as if the market is saying, "asset growth is great, but show me how you're going to make money from them."
Well, market, tick tock. I think even many of us longs may get surprised at where this thing can go!
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