Thursday, November 05, 2020 12:54:14 PM
The decision is more about the supply chain, quality and tech support more than anything - IMO.
I have a deep background in Supply Chain Optimization, materials, procurement and mfg.
IMO they are making very good strategic decisions to optimize their opportunity - even if it meant some delays and investing additional resources to get the strategy realized.
Again - JMHO - I am not a pumper - I invested because I saw a legitimate opportunity that this company can take advantage of if they can execute. I think they are starting to see the execution phase and I am optimistic - if they fail - then I lose some serious cash for me. But that's on me.
I am currently at breakeven BTW.
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