If you liked the company yesterday, I think you'll still like the company today. No great surprises and all competition will be in the same boat regarding shipping logistical nightmares.  A good bit of cash and lots in the pipeline. Once fully operational the business will take off. As a long term investor I am happy to buy on any weakness. 

Cash flow issue. EOS did report that cash flow would be affected by $100m for upto 6months due to a delivery/supply issue. Could this be the problem highlighted on The Call? 

I like this business long term and loving the price drop at the moment. i'm not in it yet but will be soon and will keep buying on the dips. 

am i missing any risks or do you agree this drop is profit taking??