Very well said 02! That was a perfect piece I feel sums it up nicely. One thing I might add is, if the ship was sinking we would know by now. It's easy to delay good news for the good of the company to take advantage of the best possible timing, but delaying bad news will get them jail time.
The fact China hasn't been announced I feel is good, because if China fell apart we would have heard about it almost instantly. This comforts me in believing my theories for the China contract delay might be close to being accurate.
If not, then what's the delay? Cecil indicated news "Sometime in October" at the SH meeting, then we got whacked by the SA hit piece. October came & went and the heated November election made any Earth shattering announcements a suicide act. Then the holidays.
In mid January I'm told STWA is back to work & getting things back on track. If the China deal isn't dead, (because if it was dead they must announce that news promptly) then what's left? I'm thinking financing for a share buy-back to thwart a hostile takeover, and to announce multiple contracts at once to smooth over a less lucrative China deal.
I have feelers telling me STWA is working in four States & one person asking why STWA would be in Chicago? There are not many pipelines in the Chicago area, but there are plenty of huge Hedge Funds. Thoughts anyone?
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