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imiloa

02/05/24 4:26 PM

#110649 RE: SPM555 #110643

re: What sort of connections did Mark have vs now? How close to deals and production was he then vs now? Possibly the biggest question to ask yourself is, what was the I.P. market back then vs now?! What was the chart looking like then vs now?

how about these simple questions:
how many IPs has mark optioned the past decade?
how much has mark hyped the potential of those IPs?
what became of those IP options?

but this time is different, right?
to be clear, i def see the potential of the current IPs.
and if mark's tweets are accurate, then he is moving fwd with production deals for them.

but...
we've heard that all before, most notably with _skin trade_,
which seemed a slam dunk to pitch amid the exuberance around _game of thrones_.

as ever, i remain cautiously optimistic about the potential for production,
not abjectly bearish about that aspect.

i simply perceive you to be exalting the upside
while shrugging off the innate risk of RS dilution.

and your ego strutting isn't helping convince me otherwise.
prolly not convincing anyone else, either.