Lost 1, the reason for the drop was just what Paul said -- 5 months of revalidation by McDs, i.e., as I understand it, ERTH will only be shipping limited quantities for the next few months, until McDs is completely satisfied with the production-line containers. It's a delay, in the minds of investors. However, in my mind it's a buying opportunity -- I was worried that they wouldn't be able to work out the manufacturing problems, to actually produce production-line containers at an equitable price. Now that they are actually going to start shipping, I feel I have made an excellent investment. And, as soon as the McD's outlets start using the containers and are satisfied with them (which should take about a month), that word will get out and the stock will move up substantially, in my opinion.
Wishing you well,
Dc |
