HSON - nice, will read CC transcript when I can. Going to aim to buy more closer to $20 (just think it needs a few days to rest after this run, rather than any concern over fundamentals.
All 3 regions are now profitable (EBITDA basis). Share price has to appreciate a lot to match even half of peer multiples in the sector. I don't think it will trade on par with peer multiples because they've serially disappointed for many years. Plus, if a company can't make money in this sector in this environment, then it never will. And of course there's liquidity considerations too.