It's a BUY!
Ok. I'll comment. DAMN TOO LATE!
This thing never trades down to your entry price 😅
It gets close 😂
Bought a little today, but wow up 40+% after write up, nice work.
how many other players are in this space? Have you been able to analyze their technological moat?
They don’t have a massive moat- they are cheap.
Their biggest advantage is Saudi is a customer- it’s also their biggest disadvantage because it adds concentration risk
Looks like being late to the party may be to my benefit for once
Ok. I'll comment. DAMN TOO LATE!
This thing never trades down to your entry price 😅
It gets close 😂
Bought a little today, but wow up 40+% after write up, nice work.
how many other players are in this space? Have you been able to analyze their technological moat?
They don’t have a massive moat- they are cheap.
Their biggest advantage is Saudi is a customer- it’s also their biggest disadvantage because it adds concentration risk
Looks like being late to the party may be to my benefit for once