RE:RE:We deserve this whipping, take a critical look well put. It's definitely safe to say that we've lost the benefit of the doubt, that's for certain. That's why we're seeing the somewhat snappy market reaction and guidance adjustments. That's a luxury that we are no longer being afforded, and may not be for some time sadly. I'm still here as well, and have a substantial postion, but i am of course lament not jumping ship at the first sight of a cockroach, as the old saying goes. As painful as it is at that time, it's always less painful than waiting. That said, I do feel that if I had, I'd be a buyer here today at these prices. To your point, we have installed some competent management and board level support that I hope can turn the ship. We also have solid businesses, which I credit Kurt and Co with procuring. To the point actually, that had we not bought HyGear and Inmatec, and were a single-stream service provider in the RNG space, I would not be a shareholder for certain. So all that said, for better or worse we're in a spot where I think we'd be hard-pressed to not improve our story over the next 12 months (barring weak sales or a capital raise). And so I'm going to stick around. I'm not going to watch as closely, but will follow my news blips and the board from time to time. GLTA and hopefully this is all just a bad dream in the future, for those who stick it out. And for those who are moving on, thanks for sharing and good luck with your new investments.
Mick67 wrote: Some fair points here and i too hope its the final flush. I am not surprised by the costs and you can see that in my pre quarter posts. There are a lot of positives overlooked (also in earlier posts) and the TD report does not even mention them. Or even really consider them. I get the cost side and called that disappointing - but also think operations talent is now in place from individuals that worked at far more complex companies than this to rectify.
So being "jammed" today is not shocking based on the historical and Q2 numbers, and if you think that this is what the future holds Id sell. But theres a lot of talent here, both technically and operationally now. And directors with reputations that matter. And good product and know how to improve cost structures and expand capacity. I think were pricing in the business as is, not what it ultimately will be. Its fair to wait and see - it would have served you well. But if they do - and i think they now have a team that has the abiliity - to achieve the positive margin outlook in back half and beyond than this decline is far overdone. It will need to be demonstrated I agree. I don't think the TD report considered this after being burned before.