boofusboy: I guess you didn't read my whole post. Twice in there I stated I knew that you didn't say the CC deal was off. Anyway, my take on his interview was very positive.
Two things that stood out to me were:
1) 8-10 DC's by years end, esentially doubling what they already have. That's great news. Why build 'em if you ain't gonna use 'em! ;) Who knows, a few months from now that may even increase.
2) the fact that when stating "expansion", he not only included the U.K. but also "all" english speaking countries, mainly Australia, New Zealand and Canada! The telling thing there, to me, was not only was it the first time I've heard him mention that great of an expansion but the fact that he listed CANADA FIRST!! Can we say, "CC expansion across the northern border next!". Hello, "THE SOURCE"! :) Just seems logical.
All in all, great, short, to the point interview.
Personally I wouldn't read anything negative in him not mentioning the military deal or CC specifically. Like I said, it was short and to the point and probably planned that way.
On your comment about him not sounding upbeat, or however you specifically stated that and you taking that as a negative, I still say I think these interviews are pre-planned so no biggie and anyhow, that's just the way he sounds. Sounds the same as the last two times I've heard him speak. He's obviously a low-key guy who has his nose-to-the-grindstone and just gets to the point. Furthermore, IMO, he's tired of having to hold the hand of whining, insecure investors who need to know every little detail all the time to feel warm and cozy at night.
Chill out folks (those insecure ones)...they have a plan and they're executing the plan.
And, please, let them do it on their own. They don't need our help, only our support as shareholders, and that's to keep our money put as a sign of faith in them. Not all of it, but a good chunk. Nothing wrong w/ playing the dips, nothing at all. So, on that, boofusboy, I say...GLTY!
In the end, keeping a good chunk of our $$ put will do us all good in increased price support and less violent swings.
JMO,
lns
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