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Be Confident

11/17/09 10:26 PM

#197451 RE: losmashrt #197439

Losmashrt,

Your theory is certainly plausible, however, it does not consider several factors...particularly that which dictates the the time consideration involved.

In other words, it will take time for Neom to generate the revenues necessary to accomplish those objectives. IMO they will achieve those numbers on time and be fully capable of fulfilling those requirements on time, HOWEVER, as I have previously stated, neom's competition has already begun their acquisition spree. IMO Neom cannot afford the detriment of time..they MUST act now in acquiring other companies in this space in order to remain leaders within the industry. Acting as the clearinghouse is NOT enough...period. Not when you have the world within reach...and particularly at a point when the industry remains in a gaseous state but will soon be cooling to form solids.

In order to achieve this there is a trade off. Yes, IMO Neom/YA will sacrifice some shares today in exchange for the capital they need to move forward. Failure to do so, IMO, would be a mistake that could cost them.

All of the above...JMO.

Best,
BC