"Premature or naïve?"
Our own CEO indicated this would be the year for commercialization of AOT/realization of profits. And now, the AOT appears to have taken a backseat to the purchase of distressed commodity assets. Which, by the way, continue to drop in value (-12% in December last article I read). Not really the direction I was hoping for. (Cue zerosum for boilerplate gobbledygook about accretive acquisitions and maybe zerosnoop for some reposted PR about it.)
I think it is very reasonable for people to be concerned at this point. I'm glad Gregg came up with a business plan to assuage some of the concern, but talk is just that.
It's now been six weeks since we were told the ETG folks were going in for a second round of negotiations on the Iraq deal. Approval by the local government was allegedly already secured. I find it awfully disconcerting that the sale has not been made 45 days later.
I'm sure I'll be name called (I think I was most recently called whiny by one of the many zero-handle folks), but anyone that isn't somewhat concerned at this point needs a head examining.
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