Decreased comfort level

[admin]

Philip, I might contact IR if I weren't scared to death by all the negatives I already see here. If I were on the fence, then sure, contacting IR would be a good idea. I'm not on the fence. Therefore, I'm not going to waste my or their time.

I wish you the best of luck with your investment. Try not to take it so personally when someone isn't as all-in on your investments as you are. There are plenty of other investors who have done great research who think the companies I'm invested in are junk. Nobody knows who's right until time has told the tale, and there's no reason to get offended because someone sees things differently than you. I admire your passion, though.

Wise words, Jeff. We're still long, albeit with half of the initial SHU position as we have some doubt emerging about the divergence in evolution between backlog and revenue. No doubt this is an industry that has tremendous prospects though and the company did grow 101% organically last year with existing customers also buying a lot more which is a positive sign.

To Philip, perhaps you know more about this company than either of us but try not to take it personally when someone isn't immediately taken with your choice investments, it's what makes a market.