Marathon Group Corporation. (PDPR)

[nuketheshorts]

I've been here for several years... but only with a small position.

Recently I've taken advantage of the low price to increase my position substantially.

Why?? Two reasons.

1)For quite a while, it seemed to me that PDPR was caught in some kind of debt spiral where they had to issue sufficient shares each month to meet payments on their loans. When received, these shares were sold on the open market driving the share price down and down.

Several months ago, the issued shares seem to have stabilized. To me, this suggests that operating cash flows may have increased sufficiently to handle loan payments.

2)Then comes the note posted a few days ago...

Hi xxxxxx
Gag order in effect.....but the next news release will be a blockbuster. For right now, please stay sidelined...neither buy nor sell.
Best regards
Ken Bean

Any comments on my thoughts?