Lol. I’m going to repost my post from the other day because the execution I referenced below (and hopefully with the help of Denner as he seems to know what BP wants) is what we need to do to continue to derisk the company and hopefully get back to some reasonable value
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My take on earnings (all IMO) and general musings.
- company continues to execute: US digital, litigation (excluding support of marjac), European buildout, international expansion, combo pill, etc.
- company is tone deaf on addressing shareholder concerns surrounding continued depressed SP
- KM seemed confident that the European negotiations are largely going as planned (which would underscore the take that several of us posters had that the initial stances were negotiating tactics).
- I feel that the SP will eventually catch up with the story but the timing is a huge unknown as is the accelerant (e.g. Chinese approval, Denner activism, upgrades, etc).
- I will not buy any more shares in the foreseeable future but will hold my already oversized position until the SP reflects the whole story.
Good luck to all longs and patients
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