The Rising Influence of Rising Affluence

[dewophile]

yes my guess is guidance is conservative after a year of misses - i just wanted to make sure i wasn't missing something
PS: i know much was due to factors out of their control eg libya, valhall, but they did miss - albeit narrowly - their 375-385k 2011 guidance as recently as the Q3 cc, so my hunch is that they are setting themselves up to beat expectations this year - which could make for a nice runup in the stock price barring unforeseen macro issues
i also think they are on the cusp of a deal on ghana, and if the economics are favorable could allay concerns re the balance sheet
all told i like the stock but haven't yet pulled the trigger