RE:RE:RE:RE:RE:RE:RE:RE:RE:Future"There's a significant difference and no shame with promoting a company with a solid and profitable business so it trades at fair value"
What's the value of a business dependent on a 3 year agreement with its major distributor with a 3 year option? What happens if they go elsewhere in the next 2 years? Does CZO need to get control of distribution to see a higher multiple? If CZO had its own distribution with clearer control over the next ten years as opposed to next three could it double the multiple?
"CZO has a solid base business and a solid R&D pipeline."
We will know how solid the pipeline is once full data packages are released and validation is received from deals. We are still early and before the crowd; but we can get in for next to no cost as long as we are willing to wait.