Jun. 29 at 6:55 PM
$SBC small holding here again, still feels like it could make a break if the M&As workout and the AI intergration works.
Obviously concerned with the owner selling shares, but equally at 80%+ ownership still, might just be funding his own life. Also, the last offering was direct transition from him - no new shares issued which is promising.
Base seems to be around the
$3 mark - assume any cost of living in the US + base rate hikes may reduce profits.