SP3 is the largest position in my Strawman and one of the largest positions in my real portfolio. It was brought to my attention by a few very smart people and had been on my radar. After the last 4C update which looked a turning point for the business, I was buying as many as I could.
For those of you who caught the strawman meeting last week and you would have seen the CEO speak and picked up he is a very straight shooter with a realistic plan and is happy to engage with shareholders.
I’ve been very fortunate to make a great network of Very sharp stock pickers who I engage with and I will often follow them into ideas. But in all my time doing this I have seen so many different Smart people interested in such a tiny market cap stock!
To be honest this is what has me so excited about this holing. It looks an amazing bet here with incredible risk/reward dynamics. I even just noticed our own strawman Andrew Page has a small holding.
