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Message: Projections

If you think we are frustrated by the glacial speed of progress in our investment, imagine how the clients of IBK Capital feel.  When they hosted the conference call a while ago, every single White relative was chiming in trying to push the narrative of 200 million in revenue.  I found it a little bit sad actually, as Mika had to continue to eschew such speculation. 

 

So when I see these 200 million projections resurface, and for 2023 no less, I can’t help but feel IBK has some very very impatient clients wondering when their ship will come in.  This company is a total wild card.  Once qualified, and proven...200 million may seem like a very conservative number.  

 

IMHO of course.  

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