RE:RE:RE:I believe more than $2.00 Close today- VLNS I saw the investor day as one very successful sales pitch.
if you are a short term trader or an impatient bag holder perhaps you really do not care about the big picture and what this team is building, which is fine.
I find their strategy sophisticated, flexible and way ahead of the pack. In the short to intermediate term the pivot has eroded margins and so the stock price has been reset as the market waits to see how quickly and successfully the company gains efficiencies and builds volume/scale.
I am fully sold on their strategy and the way they are positioning themselves both in Canada and the early days in Australia. I believe this team is incredibly opportunistic and savvy and will prove themselves worthy of a seat at the multi billion market cap big boy table in due time. In 4 - 5 years I expect them to be generating a ballpark of $1+ per share in ebitda. That is why I am buying now.
and this is only my opinion. Do your own dd.