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imiloa

10/05/23 10:50 AM

#108899 RE: timetomakemoney #108894

ttmm, re: "[mark] broke that trust,"

imo, that's the key to post-RS pricing.
excerpt from an email i sent to mark:

[[ you’re up again “boy who cried wolf” psychology.
and history is not in your favor, per your own documented promises,
both a decade ago
and in this past summer's tweets and conference call
promising no near-term plans to RS.

as such, traders are going to see a large RS,
a repeat of the broken no-RS promise,
with no tangible evidence of revenue streams via ongoing media production
and they are going to assume the worst.

to point, note the phrasing of your PR for the 2011 RS:
"Consolidation Toward Beneficial Restructure; Growth Initiatives”

you’re presenting the same pitch now, with this 2023 RS,
and traders are only going to see the similarity of the pitch
and assume history will repeat.

especially given you will have a 10x overhead AS/OS ratio post-RS.
vs the current 2x ratio pre-RS. ]]