RE:RE:RE:RE:RE:KRC insight Read the entire report. Well documented and well thought out.
Here I will throw myself on the proverbial sword.:
I beilieve I stated on more than one occassion that I was afraid that the company was withholding this report because it was paid research and they did not have to publish it. I was wrong on this point.
He deals extensively with the perception of MBX as a Covid play, and I think that is exactly what has occurred here. He explains extensively why that perception is wrong, and states that it is oversold. Frankly I believe we all think it is way oversold.
Anyway those on the board can read it for themselves, but it is very comprehensive, and at least for tme its a confidence boost while we sit in the 50's"
My one takeaway from the report is regarding QAP's automation: He states: this is not a case of build it and they will come, but more of a statement rather firmer like "If you build it we will give you the business"
We are building it: He did state we are behind by a quarter, which will likely come out at the AGM, but overall very positive.
As always thanks to the steady hands on the board. Great information sharing.