Q: Dear Peter:
Enjoyed your appearance on BNN Bloomberg's Market call last week. Great Q&A. For the sake other subscribers, perhaps you can post the link here?
My question: You were quite effusive abut PNG (Kraken Robotics) on the how but didn't make it to your top 3. NBIS did. I can understand CECO. But Elf Beauty made it but not PNG. You must have solid reasons for it. Care to share your rationale?
Should one accumulate PNG or simply take 2% position and leave it be?
Enjoyed your appearance on BNN Bloomberg's Market call last week. Great Q&A. For the sake other subscribers, perhaps you can post the link here?
My question: You were quite effusive abut PNG (Kraken Robotics) on the how but didn't make it to your top 3. NBIS did. I can understand CECO. But Elf Beauty made it but not PNG. You must have solid reasons for it. Care to share your rationale?
Should one accumulate PNG or simply take 2% position and leave it be?
5i Research Answer:
BNN only takes guests that manage money, so Peter Hodson was representing i2i Capital Management...