"Astute" was directed at Fly for figuring out that debt reduction could be a main role of the consultants. Apparently Fly did it by inference from the contracts. IMO that is astute on Fly's part. I was not directing that term at Glenn. Your reply makes me think you misread my response to Fly. You as much as anyone here know that I have no competence to judge Glenn on technical stock trading matters. I try to always say that the SP is the only evidence of that.
I had to look up Kostro--seems like he has skipped the country? The older longs here hold useful info and it is worth drawing them out IMO. Appreciate your insights on DAC too. We have a sales agreement with them of course to continue doing BiB business. So your concerns are my concerns until things change! :<)