ya lost me...what theory? bugs has been moving because of the new direction - that is great and a reason to play bugs. I'm saying in the past, bugs ran because of hurricanes...all the plays do - its almost a cultish thing that goes on. All I'm saying though, is maybe its time people wake up and realize bugs is no longer a hurricane play (angle it if another Katrina happens MAYBE), but its clear that is not the company focus anymore.
I state facts - I don't pump Hurricane Bill because I can see it is no threat to US, I don't pump WEGI anymore because I see they are in default and likely won't get business. My hurricane plays are NSMG and GV because they can and WILL get legit business if a hurricane hits land (roofs start getting destroyed by winds greater than 70 mph - that is min cat 1). I will guarantee BUGS does not see a single contract from a storm (if even a legit company) unless a category 5 hit the mainland (and even that, bet they still don't actually see real business).
You are challenging me obviously because you sold nsmg to get into bugs...bet if you weren't in either, you'd agree or would have no opinion. That's fine. BUGS has an interesting angle still, so stick with the facts and the agri - world need for food and new sciences angle. That works for me.
