Mike The Pike Productions Inc (MIKP)

[imiloa]

perhaps a better analogy:

you make your living betting on car races.
for optimal success, do you just bet on the cars
you perceive to be fastest (ie: the optioned IPs)?

or do you also consider the track record of the drivers?

in this case, our driver has a decade+ track record
of crashing *every* car he's driven.

but that doesn't seem to matter to you.
you are asserting buoyant confidence
that he won't crash this time.

which i hope to be true.
but logically isn't a given.

to be clear,
i wouldn't be replying as such
if you weren't posturing such strong confidence
in this play amid the RS.

if you were posting that it seemed
a high-risk/potentially-high-reward gamble,
while also acknowledging the innate risks
in betting on a driver who's never won a race
in over a decade of trying,
then i'd agree with your perspective.

my concern is your relentless confidence
and your continued shrugging at the risk
of history repeating with post-RS dilution,
esp given the 5x AS/OS increase
which mark refuses to discuss,
while aggressively denying
the lived experience of people
who have tracked this driver's track record
for over a decade.

obviously, it's your money to gamble.
and it sounds like you have enough powder
to shrug off a total loss here
if 2012 RS debacle does repeat.

i simply feel compelled
to spotlight the risks here
and note that you are playing with fire
for others who might read your posts
and bet recklessly alongside you.

and, yes, given my logic outlined above,
i will still perceive you, and myself,
to be lucky if mark doesn't dilute
our current shares to oblivion
by next summer.