RE:RE:RE:Portfolio manager Margaret Samuel picks He follows a lot of microcaps and it's hard to understand why he buys some and not others. He was following GSI in the teens (ie. Aug 2019 at .13 was his first mention).
I looked at CMC a while back, sounds like a science experiment to burn garbage using fuel to make diesel fuel.
Torontojay wrote: I'm surprised by this. He's very knowledgeable about the company and yet he decided never to buy shares. Maybe he was not comfortable with the risks moving forward such as contracts not being renewed. Their quarterly revenue is very lumpy but their yearly growth has been phenomenal.
it is interesting to note that Rob has the highest position in a company called Cielo Waste solutions.