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Tuesday, October 24, 2006 3:14:04 PM
My two cents...
If I were the ceo at EZ2 and had a copy of the NOBO list as well as knowledge of future events. I think it is in the best interest to wait until an onslaught of PR info is available.
Think about it. Publish NOBO list today (assuming it shows a significant short position ) you will get a nice run and eventually a return to current levels if no there is no followup on the merger. The shorters keep shorting knowing that they have another chance to get whole at a later date. Same game is played out indefinately.
Piggy back NOBO list with merger news (revenue hopeully) you clip the shorters wings for good at this point. The only issue we would have to worry about is being haulted if the share structure is way out of whack.
Myself and JB had some differences about his approach to shareholder relations on this board, but that is history. Hopefully, JB and Otto will do what is best for their shares and ours. Until I see any evidence of dilution, I can hold a few more days.
Cornell is not just going to rollover on this one. Who knows what litigation fees are adding up. The reality of this situation is we have a speculative play at best here. Fortunately, there seems to be some interest in the stock and time will tell. Play it as such, don't be stupid and stick to your plan.
Ski
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