RE:RE:RE:RE:As few threadbare concerns...@seelow7.
Even though I don't believe your specific concerns are warranted, don't stop asking questions. This isn't a cult and the dismissive answers you mostly received were unwarranted. This is your money and the best skill you can have in investing is the ability to apply a rational critical eye to an investment you desperately want to succeed.
My take is this. The majority of the headwinds that a company like Loop faces are behind them and the share price is starting to reflect that - here are some of the things they've conquered:
- Ability to create something truly groundbreaking
- Gaining market validation as an unknown brand
- Beating the competition to market and establishing a foothold
- Scaling the product without having to take on too much debt or other things that can destablize the stock
- Releasing that difficult second album (hence why the insights product on Telus was so important)
They've bashed through all of these and more and that's why I'm bullish.
When i look at worst case future scenarios the only things that come to mind are:
1) Management gets pulled in too many directions and can't service all the high profile deals at once and we blow a big deal as a result
2) We get pigeon holed as a COVID/Contact tracing company and don't reap the rewards of the real jewel here which is the MARTECH, CX and Data play
3) We get bought too quickly. As an investor this is actually my biggest concern. I want this company independent for as long as possible (at least 2 more years) before it sells to realize the true value in this gem
I don't worry about #1, Rob's a smart guy
I don't worry about #2, they reinforce the true goal in every interview - go back and review the tape
Even if 3 happens we will all do very well. It's degrees of magnitude and upside because these opportunities don't come along every day.
GLTA