I know you got some good explanations regarding the AR, and it was enough to settle my fears for a BIT. I thank you for that effort.
However, I cannot accept that for years on end unless they continually (for years on end) outline how the contracts show that this will have to occur. They have to settle our fears over and over after not meeting their statements of the past. I believed other CEO's, like Enron and Williams Communications, and others that tell you straight out that things are fine and are done a certain way because of this and that. They tell you this up until a few days before they file for BK or get indicted for something. It makes me be very leary of explanations from other CEO's like PV, especially when I have quite a list of things HE has said in the last two years that have NOT HAPPENED the way they told me they would.
I am continually willing to give him a chance, because, heck, I want to make money off this investment. But, he has to continually show me that he is constantly paying attention to the concerns that are scaring the heck out of us shareholders.