Hey bb, you still holding? I bought a load in recent weeks...so this bump is much appreciated.
The HTCH update was very strong. First of all, we found out that the big increase in shipments is providing a big increase in sales (there was speculation that the unit sales increase effect on revenue would be dampened big time by lower asp's).
And we also were told that this is definetly not just a one qtr blip. The next two qtrs to be reported will be very strong. So HTCH news should all be favorable over the next six months.
Plus, they once again reiiterated that they are taking away market share from their competitors. So this is not just some general cyclical thing, its about improvements at HTCH. Any sector improvements would amplify HTCH's gains.
Anyway, I havent sold any yet, I think there could be a bigger move over the coming months.