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Re: Gustavo Fring post# 5546

Saturday, 07/30/2016 10:52:04 PM

Saturday, July 30, 2016 10:52:04 PM

Post# of 8579
Gustavo, your question is actually a valid one, and we'll learn the answer in mid October, given historical date-patterns of VHUB's fiscal year-end reporting.

Skepticism aside, the posters who are making the case about how the push in international sales is insulating the company from the FDA are making a powerful point about not only the "resilience" of sales but also about the quality of management's strategic thinking.

Putting my skeptical hat back on for another moment, surely the company knew what their April and May sales were when they recently reported their June sales. If April and May had been good months for them, I would believe that the company also would have had something to say about the fourth fiscal quarter as a whole, rather than just concentrating upon how wonderful June sales were. There's a temptation, with Mr. Fife's units owning a bunch of shares, to be selective in a positive direction in matters of events-reporting. But to be fair, the very last thing that the Winthers would want would be a pump and dump, as there's every reason to believe that they are keeping their shareholdings intact.

Overall, there's an intriguing "mixed bag" here, centering on the question whether the new almost religious fanaticism in the stock will attract sufficient followers such that the overhang of shares owned by a lender who'd probably like to be made whole will be overcome. (Yeah, I know that's a long, clumsy sentence, but you get my point.) If the company can springboard the news of the June sales into obtaining new debt or equity on a non-toxic basis OR if the litigation going on against the FDA has any success at all OR if the current quarter will be reported as going well (i.e. June didn't "borrow" from July sales), all the fanaticism about the stock will be proven to have been correct.

For the moment, let's see if the Friday intra-day high will be broken early in the new week.