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Trustbaby

10/19/19 12:01 AM

#26490 RE: lightrock #26489

Lightrock, fascinating & thanks. It sounds you think the new estimated completion data of December is just another place marker that'll be pushed out again?

If December was an estimate based on data, wouldn't we have top line in January then final end of March to mid April, or earlier? In that scenario, we'd have leaks in December/January giving us a nice boost in PPS. 100% probability of leaks with that many in the know. That scenario would make a gamble on discounted January calls attractive.

Anyone else think the timeline discussions might be based on what they want us to believe or worst case scenarios? Geert is putting out padded timelines to let shorts think they have more time than they really have. Could we be underestimating how badly he wants to hurt them? Or, this could all be a dream.

FINLI

10/21/19 2:57 AM

#26499 RE: lightrock #26489

Hi guys, the one thing that keeps bothering me is the question of drop outs. I remember you Light (and others) have raised that point to some extend back in early summer. I wonder if any of you managed to get more insight or facts on that very point in the meantime. CVM management does not seem to be particularly worked up about that issue i appreciate that. Maybe I look at things in too simplistic a way but it seems that either MK works phenomenally well or something else is out of the ordinary I.e SOC much higher than SEER (prob unlikely) or high (much higher than estimated) drop outs. That could have dramatic effects as we know. What do you think Lightrock/rogue/static/others please ? Thanks and GLTA , cheers your Finli