held off this morning Burdock after I read the Q report. We both understand that acquisitions can play havoc with your Q numbers (CGC) but the large YoY losses had me spooked. Wanted to wait and see which way it would break and damn if it didn't pretty much stay a little green all day.
Gonna wait a couple of days to see if we hear anything about new deals or if Bruce does another interview. Got plenty of dry powder now and anticipate a significant portion of it will go into MTLO (in stages) if the street shrugs off the losses and we start moving up again. I think we got half a loaf today and the 1st Q 2020 numbers come in Aug. Wonder if anything will have changed. I expect it will NOW, but Bruce wasn't here in Q1 and Q2 is half over. May see something to smile about by Nov numbers.
Cautious but ready to hit the buy button if the vibes come back. Bruce will light a fire under this thing and get it moving or everyone will be burned at the stake...I think he has something to prove since the earth moved a couple weeks ago....