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BarbeRiche's avatar

Great writeup, thanks for sharing! I am long since 2018 when I first heard about it on the MicrocapClub and built a starter position. It was one of those "hard not to own at least a little" company. Now it's grown into my biggest position and biggest gain ever and I added 15k shares close to 6$ on the pullback.

Would you mind if I translate your writeup to a french microcap forum (espacemc dot com) and of course provide a link to your substack for those who can read english?

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Ken A's avatar

Very interesting, but where is the moat in this? If it's cost-effective then why won't a lot of other companies start doing it? Without a moat there is no real first-mover advantage.

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