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Re: 2morrowsGains post# 92306

Friday, 11/05/2021 11:16:07 AM

Friday, November 05, 2021 11:16:07 AM

Post# of 129715
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.

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