Newbiestock: Thanks a million for your amazingly insightful post #14425. It's cleared some of my own doubts about Eratat which arose because I got fixated with the financial figures and didn't fully understand the real-life story of the business as it evolved rapidly.
Reck wrote: Newbiestock: Thanks a million for your amazingly insightful post #14425. It's cleared some of my own doubts about Eratat which arose because I got fixated with the financial figures and didn't fully understand the real-life story of the business as it evolved rapidly.
I had stayed away from commenting too much in the forums because I had realized that there were a number of skeptics who insists on trashing the stock on pieces of information, instead of looking at the broader picture. Given it's a small(micro) cap stock, it's incredibly easy to poke holes if one wanted, even without expending too much effort.
Saying that, my own take on it (from a management perspective) has been positive, although there were certain things that I might have done slightly differently (but not enough to concern me). I do understand their actions and feel relatively comfortable with how eratat is going about their business. Generally, it's always good to build, consolidate, then build again according to the situation and resources. Staged expansion for a company without the organizational muscle of larger firms is always in a good sign, in my books.
The divergence in opinion, is also in my books, a necessary evil. While having to accommodate perspectives from the other camp, it allows one to either accumulate or sell off holdings, and without divergent viewpoints, it would be dificult to profit from the situation in a very meaningful manner.
I had stayed away from commenting too much in the forums because I had realized that there were a number of skeptics who insists on trashing the stock on pieces of information, instead of looking at the broader picture. Given it's a small(micro) cap stock, it's incredibly easy to poke holes if one wanted, even without expending too much effort.
Saying that, my own take on it (from a management perspective) has been positive, although there were certain things that I might have done slightly differently (but not enough to concern me). I do understand their actions and feel relatively comfortable with how eratat is going about their business. Generally, it's always good to build, consolidate, then build again according to the situation and resources. Staged expansion for a company without the organizational muscle of larger firms is always in a good sign, in my books.
The divergence in opinion, is also in my books, a necessary evil. While having to accommodate perspectives from the other camp, it allows one to either accumulate or sell off holdings, and without divergent viewpoints, it would be dificult to profit from the situation in a very meaningful manner.
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