5 Comments
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Henri Knyphausen's avatar

Could you make an update on this company?

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Hugo Navarro's avatar

Hello Henry, after a 2x in the stock price I am not seeing the company as undervalued basically it is just following my bull thesis scenario and the valuation has been catching up accordingly. If we see a dip I will update on the company.

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Mr Mimetic's avatar

If you are interested, I made my own post on Theon: https://mimeticinvesting.substack.com/p/while-this-company-makes-you-look

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Hugo Navarro's avatar

Thank you Mr Mimetic

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Mr Mimetic's avatar

Hey Hugo, seems like the CEO owns 72,2% of the company? The CEO owns 2 vehicles who are listed as owners? Also, not the whole company was made public? So, trading might be thin.

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