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Re: djohn post# 341442

Monday, 03/07/2022 8:59:05 PM

Monday, March 07, 2022 8:59:05 PM

Post# of 346054
As long as investors are short-term here...the stock won't do much. Who cares about this quarter or the next? If you believe that they will fill $350mm of revenue capacity at reasonable margins in the next several years, this stock is going much higher. Think about the end game, not tomorrow. The IRR should be strong, and you really don't have to worry about geopolitical events very much...at least with respect to this investment.
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