Oct. 15 at 9:07 PM
$PAYO Wow this is humbling - as in because at one point I was very positive and had a big weight in it. Now that said I did sell well luckily, and now I'm not huge in it having re-entered. But still I could have been elsewhere - AI, Robinhood, Nvidia just about anything else in fact and I would have made a great return instead of tying up that capital here. Why is that? This is a company with a poison pill in place is one clue. As in it has bad corporate governance. They should just sell themselves - but this is a bad board from what I can see so don't hold your breath. Maybe they could get
$10 which would be a mercy death. It seems like a great time to bulk up given my poor sentiment - its likely everyone else feel same. But you have to have confidence that management can articulate a case for the stock, and its sadly lacking. If I could be bothered I would email one or two on the Board - but I did that 2 years ago, nothing happened, stock still sucks. Chart shows payo relative to SPY
