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The $PATH setup is very asymmetric. As long as this quarter (via actual results, guidance, and commentary) shows people what I already know (that the company is not "dead"), the stock should move higher. If we get a modest beat and raise and shorts want to still play games by increasing their short position and driving the price down... that's fine with me. They can dig their hole deeper. As a long-term investor, weak price action alone will never cause me to sell. On the contrary, if all fundamentals are bullish and it's only price action that is lagging, that's a signal for me to buy more. It's just a matter of time before $PATH significantly re-rates to $20+. P.S. - I expect some big government contracts to start showing up in the not too distant future. I will post more about why I am so bullish on $PATH's public sector moat sometime soon.


Just to reiterate, $PATH having ~30% short interest is not an ongoing problem for the share price. The shares have already been borrowed/sold and the stock price is already suppressed. However... 30% short interest is a HUGE problem for the shorts if the market starts buying up $PATH, which I think they will. The shorts will be forced to buy those shares back or risk massive losses. They have created a pressure cooker that could go off at anytime when sentiment shifts.




















