Monday, July 26, 2021 2:45:12 AM
who is in our San Fransisco office?
Mr1906,
You posted :
"one new debate is “what’s currently priced in, and what are the potential upside and downside surprises that can catch people offsides and cause a re-rating of PPS”? "
There are numerous things I don't believe are priced in - here is just one example:
Many have believed that the new U.S base of operations was an expansion - and were quite positive that somone of considerable experience and capacity was managing it.
But it appears that Min Kim was only a temporary consultant and now is on our advisory committee - and nothing else.
Another example is the perception for quite some time that Helio was a significant business - and when the employee count is indicated - many will be quite surprised.
Yet one more is that the securing of that $100 million credit line was announced in conjunction with the new office opening - giving the impression that was for the new location - - but what if that $100 million is actually our entire credit line for all locations and replaces any prior credit lines ?
I could mention a few others - but this is a start.
My concern is on Twitter and Stocktwits and similar media- post are constantly talking about expectations of sudden jumps to $3, and $5 soon and with the $7 to $ 10 range in a year. Now these are current posts in many places - not from 4 or 5 months ago and even at lowly numbers of 12 and 14 cents - I don't think reality is factored in.
JMHO
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