I must admit, I was excited listening to the Q2 Earnings call, but at the same time the analyst in me reminded myself that it’s the CEO and CFO’s job to inspire and excite investors. It’s our job as investors to remain objective and stick to sound DD. That said, my current thoughts:
With regard to the short term stock price valuation of the company, we have to ask ourselves, what is the next catalyst that’s going to drive the price up or down? My guess would be Q3 Earnings in November. So what can we expect? My guess would be increased sales figures for the optics business, improving top line results. My second guess would be losses on the bottom line due to no gain from ‘deconsolidation’ as was the case in Q217 and Q218, which created short term positive EPS. I’m also interested in seeing how many new shares were sold.
I think longer term, the company is well positioned to grow. The next catalyst that may drive buying is the IPO. Does anyone know when this is expected to happen?
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