Interesting timesThe analyst reviews are out, Nat Bank at $8, RJ at $6, Echelon at $8.50 and Beacon at $6
Paradigm holding at $13 .75
Looks like consensus revenues for the current fiscal year around $135 mill, which would be a nice increase.
I Liked the comments on VoltX, it was a smart move to not commit to this venture too soon, in hindsight that would have been a big mistake. It sounds like 50/50 whether it gets built, and where. If Canada does not come up with matching subsidies they may have to shelve or build in the US to get the benefits available there.
As much as everyone was excited about this, the CEO has shown restraint, not easy to do amid the fanfare of the EV wave.
There was a post earlier talking about the gift of shares, it did not and does reflect at all on the financials of the company, it has to be reported because SN is an insider but it is not relevant to GRA.
The discussion on the MD and A about patents was valuable, building a solid wall there is critical, and if GRA did not find a way around the XG patents, it will be hard for anyone else to either. The XG acquisition looks pretty smart, and at a price that should be earned back in short order from the Ford contracts and others.
This stock has run up a few times before, and then drifted back, this looks the same again. It is a long term revenue story, and I think as results begin to show consistently it will do well, but the market is in a "show me" mode and expanding the graphene uptake is a slow methodical business.
Best of luck