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Saturday, February 28, 2015 10:30:36 AM
the last release was a 3 year contract for supply...as vcor needed more to fulfill the vgpr contract as well as others. Previous release was expanded capacity and agreement with VGPR for supply contract.
The pace of these releases is aggressive.
I bring this up as (I feel) JG is credible and that the releases are bonafide.
So now the situation sits with >
capacity + supply + contracts = the next has to be a release about shipping and results
My guess is MM has focused on expediting this - the faster this goes then $ to vgpr.
Remember vgpr is NOT vcor...and is not like the previous owned supply effort...there is no ownership - it is a separate company. I would caution dragging JG is any sins of VGPR past.
For my part i would also recommend mgt NOT get into do we even exist- show me the pics type engagements from the stand point of veracity or credibility. Its just a slippery slope for bashers who can find cracks in any effort. But in any case reiterate - to show the pics is to show pics of another company,,,maybe vcor is shipping to another account....maybe they are dumping it into the sea...maybe they just piled up a bunch of sawdust....and the machine is cardboard...and so on.
I do appreciate the pain in long standing wait and changes in courses here (and vcor)....i hold both....but for whatever sins of the past...i encourage a little more patience...i think the recent releases are painting a pretty bright picture.
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