Comment by mrmoribundon Feb 21, 2025 4:23pm
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Post# 36463684
RE:Updated Shareholder Info. Package
RE:Updated Shareholder Info. PackageI don't see that there is access to the shareholder PDF from January 2024 but my recollection is that the company has beaten the projections there handily--i.e., they were "too" conservative, which speaks well of board / management.
Probably a good bet that TLA will beat these January 2025 projections also. They're projecting a big fiscal 2027 but not too much excitement in 2025 (which we're now half-way through) and 2026. Won't be shocked if they turn the corner up faster than that.
Too bad about Bri-Chem. Always seemed a bit weird to me that they plowed big into something so obviously cyclical. That said, I certainly had no basis for asserting it was a mistake at the time.
I suppose one could argue you shouldn't pick your investments based on what you just happen to have a big pile of warrants for at the time. I'm sure the reality is / was not quite that simple.