Seems this company has been sold down strongly due to burning cash, particularly when the market wants to see profits from companies.

That said the price now looks reasonable, growth continues and management are looking like they may be prepared to control cost.

Watch for money burn going forward.

Disc. Held s.m. Not in real. But may shortly.

Has been sold down this year but is continuing with increased growth. Think as we come out of covid restictions things should continue to improve for this company. 

Expansions internationaly provide opportunity if they can continue to exercute well.