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Re: None

Wednesday, 02/17/2021 10:00:25 PM

Wednesday, February 17, 2021 10:00:25 PM

Post# of 249
Repost -

I think the discussion about "which is the best DL shell" at any particular point in time is kind of silly.

DL follows a process, which is great as we get predictable and publicly verifiable milestones that each shell reaches in turn. That said, you can't really say that "this one is next" or "WXYZ is overdue".

The whole point of this board is betting on the JOCKEY, not the HORSE! I buy a basket of them and simply don't fret what is about to happen with any one of them that I own or any that I don't.

That said, since I can't buy them all, I gravitate to those with the lowest market caps, lowest share structure and earliest in the shell rehab process. Those are not hard and fast rules, but preferences that guide my buying. Since I need a filter anyway and I believe the bankruptcy court introduces delays and diminishes DL's control of the timeline, I stay away from the Q shells. Just my own personal preferences, other things equal.

I now own about 8-10 Lazar shells and former Lazar shells that have been through their r/m. However, I really don't try to rank them against each other short or long term. Again, my bet is on the jockey, not the horse.

If I could afford to buy all of them, I would not need to buy any of them and I sure wouldn't be spending time on the message boards!

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