His 7-8 MOS should be low - I have it around 12-13 months currently. But yesterday's fudge didn't comfort me much. Hoping we're correct in thinking SK didn't want to steal the thunder of the Chicago presentation.
Still, it's all possible until it isn't.
AF at least understands the story -- the potential -- now. Before Stifel, I don't think he did.
Keep in mind that, per Feuerstein's Tweet, he was personally in attendance at yesterday's Steve King presentation. Perhaps Adam learned something about Bavi or PPHM that gave him cause for reevaluating his views? I would hope so. We shall see, but the more balanced Street write up is a start.
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