allinone,
Steve put out the 350 cement deal PR, he put out all of the "hype" PR's. If we are supposed to not believe the hype ones, why should we believe the numbers from the unaudited statements. I don't know about you, but if those deals were not true I don't really care about anything else because my trust for this company and Steve Sulja will be zero.
Don't believe $350 million cement deals, look at what they are doing NOW. Get rid of the hype.
How to trade....
1. Find opportunities in your circle of competence.
2. Be greedy when others are fearful.
3. Buy when your margin of safety is highest.