Tuesday, June 02, 2015 10:15:42 AM
a) they know something the longs don't know and this is really just a house of cards waiting for a stiff wind to blow... this is essentially the short thesis... if you can look at msft, novarad, dell, ericsson, promark, atos, mobotnix, new caney, test nav, bramfitt, keen, bookman, patel, tim law, terri mclure and so on... if you can look at all of this and conclude this is a house of cards... then absolutely this short play is for you...
b) the shorts should have covered by now... didn't... and are trapped in a low float, narrowly traded enterprise with promising ip and effective management... and being one major material development from disaster have no good options... and are thus choosing to double down in hopes of somehow finding a way out...
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