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moneysweats

08/08/09 1:09 PM

#31410 RE: moneysweats #31408

One more thought... if we get a PR that says "contract signed with unnamed company/country" or something to that effect, we will continue to stall. You and I both know that BEHL is going to be huge... but until they are able to release the real details (and that will eventually happen - I have the utmost confidence), we'll have to play the waiting game.
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petergriffin

08/08/09 8:06 PM

#31470 RE: moneysweats #31408

Money, I am in broad agreement with what you say but there may not be a release of figures until later for tactical and NDA reasons which I think may be what happens. Instead, our Dennis will use words such as significant, substantial or words of greater verbosity should the need arise and arise it will IMO and sooner than you think.

I don't think the SKs were there to improve their chess game and it sounds like they were dead keen. If I was Fisher or Shen, I'd be saying guys I don't really want you leaving my office to board a plane for Seoul (a plane btw which in 12 months' time will be using our algae bio fuel!) until you sign this multi million dollar baby, it's loaded with discounts and incentives, sign me please, be heroes in your country! You get the picture. Who is to say that didn't happen? Don't forget Dennis' PR. He said the meeting went "extremely well". Not well, not quite well or very well, extremely well! To me, this means the meeting closed at a point not that far away from signing a large purchase order. It's clear to me costings were definitely discussed.

And now I see rumors about 3 big contracts supposedly signed on Friday night too. You rule out the power of what speculation and rumor will do to a stock and you are a fool IMO. You can not eliminate the "buy on the rumor" from the market. Additionally, I don't think investors actually want or expect to see numbers at this stage. There are clearly some important confidentiality issues especially when dealing with governments and there is bound to be some price distortion as well when dealing with oversea purchasers and customers who get in now giving the company early orders. Numbers will come out eventually just not now IMO. They will probably be seen in 8Ks coinciding with an upgrade in listing. Bottom line I just don't see investors saying to themselves "darn it, if only BEHL would tell us precisely how many millions they are getting from the SK deal." A big government contract is a big government contract - there'll be plenty of revenue there no question about it.

So relax coz I say we are going higher!