My thesis, as written back then, is EXACTLY what I would write even today. I stand by every last thing in there, including the Gaming I Want You To Deus Vult T-shirt and price, in spite of the hedge fund bullshit that artificially tanked the stock for no reason other than unmitigated greed. It was my favorite stock in the whole market then, and it still is now, just balanced against the knowledge that, as a very small midcap bordering on a small cap, it’s easy to push around and very clearly fucked some hedge fund manager’s wife or something. If you don’t believe me, every analyst out there says this company is worth double what it’s at now. My original position still exists, except now it’s bigger and I’m also the owner of a lot (and I mean a LOT) of shares on top of it that I was gobbling up like a porn star eating all the money shots in an episode of Blacked on Tuesday and Wednesday
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Nobody was talking about it before that DD. You made a multi-bagger in just a few days if you jumped in, and even though you’re battered and bloody right now on the 2nd Gaming I Want You To Deus Vult T-shirt with them because of the manipulation from a hedge, you’re still going to make mad tendies with this one. They’ve got EVERYTHING going for them, corporate America is looking to them for the carbon negative fuel as an easy way to lower their footprints, no competition other than a shitty (4 letter word for non IPO company) building their first capture plant who has NO fueling depots or infrastructure, politicians demanding carbon neutral fuel and, unlike most of the sector they reside in, actually have a product and make money.
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