Mar. 16 at 8:15 PM
Not going to lie... It was getting a bit dark there for a sec...
If we had any more cash we would average down (yes again) on
$TELO
$SENS still the move, under
$10 still a steal.
$UMC our safety net. Less than 1% of the account. Pays dividends, low P/E.
$BSWGF is our "safe but risky play". Graphene saves on average 30% materials because it’s 30% stronger, it’s hard for a company not to justify a 25%+ savings in materials. However, this company is in the building phase. In our opinion, the fact they are upscaling production means there is an obvious demand for the product.
Quarterly investor meeting over 🤣