I just noticed the report is out and thought I’d bump the thread, but someone had already done it.
At first glance, it seems okay - nothing mind-blowing. I’ll have to read through it later so I can try to be wise.
I’ve been building up my position in this throughout the spring. It somehow seems like a smart company. PC gaming has its dedicated fanbase (I’m one of them), and from what I’ve observed, a new generation is constantly emerging. So, there will be demand for these kinds of products in the future. It’s just cooler when the case is neat versus an ugly box.
Furthermore, the management also has significant ownership, which is a clear positive trait. Investor communications are good for a small company. Some companies just leave a positive impression, and this is one of them.
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