Yes Lazarus, from what one reads in your thread, one could certainly be encouraged about the possible future potential of OPCO, as a business. And I’m sure you’re also comfortable with your own investment strategy, which is as it should be. Although I would always encourage folk to be on the lookout for any other aspect of stock analysis which may enhance their existing investment strategy.
From my own perspective, I’ll just throw two sayings into the arena, viz. (1) "the proof of the pudding is in the eating", and (2) "there’s many a slip between cup and lip" !
By that I mean I’d personally rather wait and see the success, OR OTHERWISE, of OPCO’s business and management plan manifest itself in the future numbers that appear in their Financial Statements, i.e. (1) above. Because one can often read "glowing reports", "encouraging Analyst’s comments" etc.. etc.. which don’t always come up to expectations in the longer term, and fail to produce ongoing profits and value for shareholders, i.e. (2) above.
However, that may not be the case with OPCO. And if it isn’t, those who got in early, as I presume you have, should benefit more than the more cautious individuals such as myself. In the "grand scheme of things" it’s often about one’s appetite for Risk.
bruwin |