BEE ReadyHi All,
Been watching this one for quite a while and have completed my initial position at these levels. The story and opportunity here are immense. The entire sector is due for a paradigm shift towards more sustainable and ecofriendly controls.
Total addressible market is enormous. The company has been executing nicely and have IP which is being recognized via patents globally. A nice moat for them. I see this as a pretty sticky business as once they system is adopted and yields are improved I cant see where a farm would rollback to a spray and pray system.
Will check in here often now.. looking for a 10X from here with a buyout as an exit strategy. Might need to raise some cash and I would welcome a PP so I can get a few more.
Just my two cents.