Company Report
Last edited 2 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#6
Performance (43m)
-5.2% pa
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27
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#Bear Case
stale
Added 2 years ago

@mikebrisy @BoredSaint

Well I have been a holder for a couple of years but I've decided to sell and I don't sell easily (at least I think I don't).

The bottom line for me is they are not growing quickly enough nor do they have a significant competitive advantage against the gorillas. The difference in pricing is so small as discussed on Babygiants that I just don't see how they compete, and if they're not profitable now...


In any case, wish holders all the best but time has come for me to concede - thesis broken.