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DewDiligence

10/01/14 9:43 AM

#631 RE: steveporsche #630

Correct—I just commented in #msg-106779255. Regards, Dew

WorstLuck

10/01/14 10:54 AM

#632 RE: steveporsche #630

It looks so far as though the market is still pricing in about as much value for that asset as previously.

I had a much more conservative valuation for that asset based on a combination of uncertainties and (mostly) my likely holding period. Whether that is true of others is another matter.