RE:RE:RE:3x the EBITDA Growth at 1/3 of the Price of VMD.TO & HTL.V…To clarify, if they miss guidance at the upcoming conference call, I think the stock will slide back down to between 7 and 8 cents. I'm proposing scenarios, not predictions.
You're absolutely right to say that we don't know what an acquisition will look like. However, the team still proposed a) a timeline for a potential acquisition and b) characteristics of a likely target. Both of those initial propositions have changed.
In their most recent call they indicated that they were looking instead for larger targets, and, having missed their initiallly proposed timeframe, were non-commital with regard to timing.
To summarize, I am long on this stock, but I don't see anything other than small incremental gains until such a time as they execute on their acquisition strategy.
Lastly, if you really want this board to be a place for healthy discussion and disagreement, as you have suggested many times, try to keep personal attacks out of it. If we disagree, we disagree. I'd love to hear your opinion on why you think we might get to Beacon's guidance. But, for now, I don't see it without an acquistion.