I am not sure what part you believe "sounds reasonable". The poster gave several explanations. Duelittle2 believes we have been seeing redistribution by a large seller. This seems to fit what we have been seeing. Keith A. has said there has been no insider selling, which I believe to be true. There is enough cash flow from production as well as impending financing from Wilshire so that no dilution is needed. Again, KA said that would not happen and I believe him completely since he would only be diluting the value of his large position. I am really unable to even speculate what these trades mean. I know many people are interested in them. I believe, as investors, the more knowledge we have the better decisions we can make. And Jag, do not take this to mean that I am advocating for production numbers immediately. The decision to "go silent" was a strategic administrative policy that I happen to agree with. I just wanted to post it so others, smarter than me, have some more info to work with.