Feb 9, 2022
I wanted to get my thesis and the assumptions/risk analysis around my BTN investment out into the universe. I hope it provides some clarity as to the thinking behind the move and the risks associated with it. Enjoy.
Some helpful links:
Ballantyne Strong Research Report: Ballantyne Strong
Twebs GreenFirst Thesis: https://twebs.substack.com/p/gfpv-a-rivetting-opportunity
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