We are again basically trading in line with the Russel 2K(today that is...yesterday we really underperformed), so we are still coasting, but I do agree that if we get anything positive out of Tustin, we are going to rock! We are still operating under the....move along folks, nothing to see here" mantra!
Of course the 2nd quarter is always the wild card as this is when they have to shut down for maintenance....any snafu here like last year would not be a positive, and we are all hoping that the opposite will be the case that the shutdown will have a smaller effect on revenues than previously projected??
I know that management is not speaking with retail(regardless of size of holdings) but they apparently are speaking with institutional players and we seem to be attracting more of these than losing them so they must believe something good is coming our way?!
However we have been burned so many times, it is sometimes difficult to hope this CC will prove to be anything but another disappointment?? Like mentioned previously, the fear is that some of these institutions will lose patience in this stock and turnaround story and just move on because we really have not performed in any meaningful way....yes we have doubled since March, but so have a lot of other companies and I am not talking about the high flyers that have increased by many multiples....I am talking companies like GM...who even though they have been around forever, have nearly tripled since March.
So if Nick really believes we will be significantly larger in the future, it is time to show what we have...the timing is perfect for a major breakout but we need some help from Tustin!
