Firstly I hold a very small amount shares. Less than 3% of my portfolio.
But more importantly I find the management of this company very able. I see they have strong executional capabilities and they are honest about things. Such management discover new ways of building profitability and such management is rare.
And since it is a sunrise sector, I want to give the company and the management, benefit of doubt before completely exiting.
What would you do in my place, if I may ask? @jishnu
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