I'm happy with my double weight position at a cost base of 68 cents/share by now.
True, there is a substantial share overhang that may pressure pps. True also, that they only just began. No production capacity or sales to speak of as yet. But to me this looks like capable, energetic and determined management with a substantial, well regarded business group to support them and make the big plans happen.
So with a time horizon of at a minimum 3 years and hopefully much longer, I will use volatility only to add even further to my position.
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