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Re: A deleted message

Monday, 02/16/2015 4:43:19 PM

Monday, February 16, 2015 4:43:19 PM

Post# of 8579
Thank you, Cerp. You represent a strong example of what differentiates "hope" (as Timmy has used the term) from a "rational expectation" (which I believe that you are demonstrating based upon your building on the facts of an excellent, expanding, and profitable - as to gross margin - product line).

This doesn't necessarily guarantee that you'll do well with this stock, as lots of goofy shite happens between expectations and results (probably especially in cases where the executive corps has a lot of family representation). But I do think that sound thinking does improve one's chances.

I hope that you will have a chance to interact with doubters and even bears who politely present their cases for your consideration on pillars other than the red herring of dilution-potential. Of course there is no current dilution-reality, though I personally believe that the company might be better positioned for activities like acquisitions if the capital structure were already less debt-intensive.