Grana, not many people are doing research pieces as in depth as you are, even few are dropping 10,000+ word pieces that are 100% human.
A large part of the bull case is their holding in GRITEK, curious if you know how hard it is to liquidate that holding. Of course as you mentioned they sold part of their holding but will it be possible to liquidate the entire holding without seriously depressing GRITEK's stock?
Excited to hear your thoughts.
I Really appreciate the quality of your work and looking forward to reading more deep dives!
Thank you for the kind words! I’m just trying to do the kind of research I could rely on myself when making decisions. That level of depth takes a lot of time, which is why I don’t post as often (though I’ll try to do it more frequently).
I think RST could gradually reduce GRITEK’s share, even if it might take a bit more time. Another question is whether management actually wants that. From my conversation with them, unfortunately, it felt like they don't. Even though it could make all shareholders significantly richer.
Hi! My publication Strata publishes an investor-oriented newsletter that touches on corporate events (e.g., special situations), governmental regulations, and patent news that hopefully offers to long-term focused investors. Feel free to check it out. It is all free. want sub for sub?
$UMC $STM $PLAB
any comments?
Grana, not many people are doing research pieces as in depth as you are, even few are dropping 10,000+ word pieces that are 100% human.
A large part of the bull case is their holding in GRITEK, curious if you know how hard it is to liquidate that holding. Of course as you mentioned they sold part of their holding but will it be possible to liquidate the entire holding without seriously depressing GRITEK's stock?
Excited to hear your thoughts.
I Really appreciate the quality of your work and looking forward to reading more deep dives!
Thank you for the kind words! I’m just trying to do the kind of research I could rely on myself when making decisions. That level of depth takes a lot of time, which is why I don’t post as often (though I’ll try to do it more frequently).
I think RST could gradually reduce GRITEK’s share, even if it might take a bit more time. Another question is whether management actually wants that. From my conversation with them, unfortunately, it felt like they don't. Even though it could make all shareholders significantly richer.
Hi! My publication Strata publishes an investor-oriented newsletter that touches on corporate events (e.g., special situations), governmental regulations, and patent news that hopefully offers to long-term focused investors. Feel free to check it out. It is all free. want sub for sub?