Nov. 28 at 12:48 PM
$IPWR To me there are four ways to participate in markets: scalp, swing, invest, campaign. I do all four. Campaiging is the longest timeframe (years, decades) for accumulating by far the largest position-sizes and is thus a major test of conviction and patience and capital allocation.
I started my campaign in this stock years ago. Added this year on every significant selling climax (four of them). With David Somo now the leader, my conviction has increased by an order-of-magnitude. Thus, no need to stop accumulating. Indeed, it is a green light for me to keep adding.
I expect him to sell about 2.5 million shares in an upcoming capital raise. And to bring in additional capital from sales, licensing, etc. So my model is based on about 12.5 million fully-diluted shares out. Not bad for a company very well positioned to capture major chunks of multi-billion dollars SAMs in the next few years.
