I'm guessing that LG and DI differ with you because they will say in response that they plan to ramp up production into the Specials hence at least have decent Y1 revenue to cover at least the production costs and lower the loss and cash needs maybe, not increase it. How realistic that would prove to be and how long into it until Specials money really starts flowing is a legit question. The whole cash flow question in the absence of a partnership or early buyout obviously becomes more serious the tighter money is at that point. So there seems to be a reason to be cautious that the initial up big reaction to good to very good TLD might well overshoot and/or get cut short at first. OTOH they could always pull a partnership rabbit out of LP's hat as a big surprise, priced for LT, not immediate revenue expectations so the share price more or less could go just about anywhere in the near term.
The current nasty price action hopefully will remind me after TLD of the lesson to be learned this time around, that holding onto max shares against near-term gains doesn't always yield max value. Surely more than one long beside yours truly is going also remember how much better they would have done this year if they had only sold a large bunch of shares at $2 or better and waited very patiently to buy them back. Though in taxed accounts the difference between LT & ST taxes will always be a factor in how a long hand gets played.
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