I'm like a bad weed... I keep popping up.
From the TBM dd done by SN and Hoov ( and numerous others), I get the feeling that TBM has the structure of an iceberg i.e., the tip's above water, but most of what we have yet to sea [sic] is below the waterline at this time.
With regards to the larger scene at the ROF, you write with regards to NOT, its leadership, and its impact on the ROF:
"... but I have the intuition that something is missing there..."
I'm wondering whether there's something missing between some ears on the sides of some heads. All blow and no show. I'm still invested, but if I was really smart I'd probably cash in, take my (huge) loss, and invest in TBM. A double at today's share price might get me back some decent coin.
Hope things are well in Montreal. Another great Canadian city.
Snug