Hey Rob, good post. Much like you and Flam I bought in nearly two years ago, then added as price dropped, many in low forties and as low as mid-thirties. Nearly at break even now.
Just a Quick Look at my RBC Direct Investing account tells me Morningstar's Take gives a fair value of usually between around $0.80 and $1.05 or so, currently at $0.83 I believe. Like I posted yesterday I've seen two analyst reports with higher price targets than that.
I completely agree with your concerns about the challenges of GiveX having gone public, which were echoed and even acted upon by Marc L. Obviously that didn't play out the way Marc L would have preferred.
But I'm still here and holding as I haven't seen any egregious red flags yet, and were GiveX to announce a net positive cash flow say next earnings I could see the stock price in the $0.80 to $1 range. The CEO has said on YouTube that he'd like to see net profitability by Q4 this year or into next year. I'm hoping that's the case. And I love the recurrent revenue model too which I believe could underpin a very decent stock run over the next few years.
Which side am I on? Like I said, I'm happy to hold, and have weighed in on occasion when I thought my opinion might be different or clear up a certain line of questioning around here.
But I'm not pumping. As Don Gray has said on YouTube, GiveX is not a unicorn type stock, but simply a solid long term growth thing. I'd be perfectly happy with that.
Good luck to all and go GiveX!