Sold my position - Wish I was In LOLMonster quarter by Canaf and obviously the core business as room to grow.
It was obvious the stock was undervalued (0.22-0.25) easy in my honest. However, Arcelor Mittal's potential closure in Newcastle I was sure would impact Canaf's business as they have only two customers and they say it's multionational steel companies. I assumed one of them would be Arcelor Mittall.
Turns out - not a word on that on the annual report, MD&A and only 10% of redudction of sales in the next quarter. Fantastic news for shareholder and wish I kept my shares - but this was a huge risk imo. I was conservative.