Shazz, I have to agree that your DD seems very lopsided at times (and please dont take that as a personal attack; its not). I don’t know if that’s just because you wish for your investment to do well or if you are ignoring pertinent facts. I certainly hope that you are not ignoring facts, because that can hurt a person financially, and you come across as a pretty decent guy.
For example, some use the analogy that MS was delayed in its release of the Win95 operating system – that is correct, however, they provided reasons for the delays well in advance which was advantageous to shareholders to make informed investment decisions. In the case of NV, all we ever hear is that everything is going ‘great’, financing is ‘just around the corner’, and a chip will be released by the end of this year (regardless of what year it is). To me, these are clear signs of red flags that this organization is in a problematic state. Something is just not right. Why should anyone constantly give them the benefit of the doubt at any cost? Anyway, this is just my opinion and others may rightfully have a very different viewpoint.
Regards,
Cosmo