Good answer NJM....
If you want to cut and paste that as a comment in my ATB blog posting it will be approved....I have no problem with careful analysis that acknowledges the risks, which you point out. And naturally with New Age/Xing being private there's no filings to back anything up yet....so we shall have to wait and see.
My opinion vis a vis this being a hype job haven't changed...but its still opinion and opinions can be wrong.
Cheers.
If you want to taste the fruit, you have to go out on a limb. But if you wait for the herd to move out on the limb....the branch tends to snap.