Of course I don't speak for VFC, but I imagine he doesn't want to project any specific outcome of the 2Q Report before hand that might mislead his followers. He can also see the very pivotal nature of this particular quarter report, imo.
I have absolutely no clue, nor can I imagine what or why the subject author posts what he does other than assumming that there are folks who would rather have someone else help them with the due diligence when investing. My comment pertained to the fact that the tone of VFC seems to have changed to a bit more conservative aspect of those in the past. A simple observation and opinion, nothing more, nothing less.
As to the latter...I would hope that "he" does realize the very pivotal nature of this upcoming quarterly report. Like I've mentioned lately, I sure hope that a whole lot of the much touted backlog was shipped and paid for during Q2. The only folks who know the upcoming numbers are DJ, the Board of Directors and Capstone's new accounting firm. You are spot on that this report will be pivotal.
The facts at this point in time, from Capstone's sweet spot, the oil and gas industry, have changed recently due to many reasons, several of which are: The domestic spot price of Henry Hub continues to be too low for the drillers to turn a profit and a sluggish world economy.
