Interesting company and in a very interesting space too, no doubt prospect looks great, – I will avoid getting into details of business or saying what will happen or what won’t happen – but looking at the working capital cycle & segment that they are in, combined with the valuations that they trade at, lots of things need to work out for them to make money as an investor ( at least I can speak for myself) and very few things need to go bad for me to either incur opportunity cost – or not make money, or lose money even. Does not work out for me on risk reward basis.
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