What folks don't realize is that the market is forward looking. That is that when JN says he expects to do these acquisitions and post $100 millions in revs for 2015, that news and optimism gets factored into the share price. Now markets are never 100% efficient at any given place in time but, all known news is always priced in. Since JN expects $100 million in revs next year and said so, that's been priced in already. Now folks can argue that it's not priced in enough or priced in too much, but it's known news and already factored.
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