Wednesday, April 14, 2021 2:24:47 AM
I do think the company is making progress and I do agree that revenue growth is progress, but I also believe that much more had been priced in, certainly it had been by me.
I think we drop tomorrow and I think until Gary can get beyond earning only 62.5% of the revenue he projected for a year... the price is going to be discounted.
We'll see what happens.. maybe I'm wrong, hope I am... But I believe we'll close below 2 cents tomorrow.. and if we do, I believe that means that a majority is not believing the 3.5x overrides what I see as a revenue miss.
Now on the plus side... we did get it done on time, and this Rosen character seems enthused about the future. I just think Gary got way ahead of himself. In fact, if we were thinking we'd get 4 and only got 2.5, thank goodness Rosen stepped in because we apparently were counting on 1.5m more in cash flow than we got, and I'm not sure what kind of straits we'd be in now had we not gotten the help.
Hope I'm wrong and even if I'm right, hope q1 is awesome.
Good luck to all!
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