I agree regarding the tenor of the CC. A noticeable difference between today’s CC and the one ten days ago is that there were fewer dumb questions today. (Other than the one mentioned in #msg-52869511, I don’t think there were any.) This suggests that analysts who nominally cover MNTA but had been slacking used the intervening 10-day period to brush up on their DD.
I said the market is discounting the fact. Otherwise, it won't trade at low 20. I concur with your feeling. It may take a few months to send the message across. What a opp.
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