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Re: Bull_Dolphin post# 231578

Sunday, 04/28/2013 6:51:29 PM

Sunday, April 28, 2013 6:51:29 PM

Post# of 249201
Bull Dolphin......

Some are characterising Hari as a bully as in bullying those who don't agree with all his points.

I would say one huge flaw in the longs view of this company is the cozy relationship they feel they have with the leadership. This IMO is based upon the number of times he has reached out on the message boards over the years and thru certain shareholders to pass along his words. I think this view point is also slanted by some very large positions the longs take in this company. If I had a large position within this stock I would certainly want to view things a certain way as well.

People seem to want to see the leadership of this company as not flawed but focused. I think that not seeing one needs some help in areas is a huge flaw, much to the detriment of the company.
We have no way of knowing in truth how many deals could have been closed weren't closed or were held up for some reason or another. We just know the pace has been slow. We know that the pace wasn't moving this slowly a few years ago and that was reflected in the revenue.

One can applaud the leadership for being focused, but the fact remains that the position wave finds itself in today points itself at the very weakness of being able to manage it's very financial resources. I have maintained for years that there is a very large disconnect in the financial forecasting going forward given the position within the TCG. While this may not give them an inside track, it certain should give them an inside load at trend and how fast or slow the uptick is or isn't going to be and allow the company to adjust accordingly. They have not planned their finaces well at all and have allowed themselves to be put in a position of selling receivables and doing placements and time that are not the most financially prudent for the company going forward.

These are the facts as we know them and as they are reflected on the balance sheet. This dosen't take away from the fact the management may be laser focused on moveing this company into a position that the long shareholders expected to be in yearsb ago. It also dosen't excuse or hold this management group blameless for the financial situation this company finds itself in today. Not fear, fact.

Some like to blame the short sellers for the position the company is in today. A strawman plain and simple. The shorts don't succeed if the company was executing. Period. The execution of the company to this time has allowed for this type of market activity to continue. Fact.

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