I don't think I dismissed your posts and certainly it is not my intention to silence a different opinion, that was not what I was thinking or trying. I want people to have different opinions, I'm not always right, that is how we learn.
What I was trying to do is explain to you my rebuttal case on MUEL, and give some advice based on the questions you have been asking me lately on a broader strategy advice. I guess I can see where you see it as criticism, but that also wasn't my intent, it was just advice. I don't want to silence you or anyone, and I welcome opinion different then my own, and I don't mind if you ask me questions, and hope you continue to do so if you have them. I don't need people to agree with me all the time or at all, the whole post was part advice broader strategy, as I feel there is a fine line between diligent DD (which I always recommend) and constantly looking for wholes in a case of every investment (Which may lead to indecision or an inability to take any risks.) And the other part was me simply explaining the MUEL a year ago and Muel now is not the same thing, I stated book value with the improvement in the balance sheet and the rise in the backlog. So Hope this helps, but I just want to be clear my post was intended to be advice not criticism, and a defense of what has changed in MUEL over the last year that makes is worth a lot more in my opinion.
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