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Alias Born 09/25/2008

Re: warburg post# 8363

Sunday, 05/15/2011 6:17:26 PM

Sunday, May 15, 2011 6:17:26 PM

Post# of 17503
To be fair, I hope that AWSL gets the contracts and becomes a billion dollar company, it will help the other Trahan companies substantially.


Would I short AWSL here? No, just not worth the effort at this point and there's always the risk of a severe upside surprise.


Would I buy it here? No, I don't feel confident enough in it's eventual success as a risk/reward play at this point. Doesn't mean that it won't succeed, I just don't feel like the current risk/reward factor is appropriate at this pps. I would actually buy the other Trahan related companies if I felt that AWSL was on the cusp of success, the spillover will be much more lucrative there if it indeed happens.


Lastly, even though my respect level is quite low at the moment for all involved in these companies, I do hope that they aquit themselves admirably. Perhaps we should support them, there are many many reasons why people have lost respect possibly, because they feel like everything was wrongly represented at the time of the investment. Apparently now there are alias's who have no idea of how these companies were presented by IR and GT at the time, all I will say is, it really has ticked off a lot of people who ended up stuck, money tied up in a enterprise next to worthless. Not all blame lies with the managerial side, no, not at all.


It just means that, now, the trust that management has a clue or knows what's happening when so many really dumb moves were made, stupid business decisions that cost shareholders dearly, is badly shaken. If the management here or at MEVT feel like shareholders should worship their every move, they are sorely mistaken. They used up every bit of credibility, it will be necessary to rebuild and restore the confidence that the overall market had in them. Because, right now, there is next to none out there.


Believe or not believe me, it's ok. The reality is, I'm not the one who matters. What I'm saying is true, if they can't accept or believe it, well, it just shows we're that much further from confidence returning in their abilities.



The FIT deal will be and would be a major stepping stone, I do look forward to that day happening sometime.

This post is just my opinion. I am a 100% non-compensated poster posting solely for my own interests and/or entertainment.