No matter what we say about various attempts at past business ventures, I hope we can all agree that Danny does his best to roll with the punches and also identify trends. It doesn't always work, and in fact my own life is defined more by my setbacks than by my successes- the great news is, it only takes one real success to get us where we're going.
The lord giveth, and the lord taketh away. We were nicely positioned for the mask situation, and this led to a windfall and dramatic ROI for shareholders. But it doesn't always go our way- what's most important is whether the additional income is used most efficiently.
I'm not saying I expect a significant outlook change (again, we're talking degrees of difference here, and I only have the faintest clue about comparative cost/benefit ratios of BRAV's various business arcs), but I wouldn't be too surprised if we saw a re-tuning of where these funds will go to best build the company. This could be seen, and no doubt would be cast by some, to be a setback. But is it really? I believe that our past failures make us stronger and teach us lessons. The most important thing to me is that Bravada uses its cash windfall appropriately.
I don't have a crystal ball, but I wouldn't be too surprised if this period of silence ended with an announcement of a strategic shift. While it could be seen as negative, to me this would imply that Danny still has his eye on trend potential and is attempting to steer the ship according to how the winds blow, rather than fighting them.
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