$669 billion, page-11

GiddyYup

Like I said once before - I love the way you can write a thought provoking narrative.

To my way of thinking the whole narrative is good, but for convenience there were two paragraphs that I might highlight:

GiddyYup said (2nd para - about the general approach):
None of the thoughts expressed in my posts are or were meant to express the idea that there is a plot to kill of MST or its tech. Rather my concern is purely about change in ownership of MST and the disenfranchisement of holders of their equity. It’s my belief that MST will survive but the equity holders that funded much of the development to date may well get next to nothing by way of return on that equity.

GiddyYup said (3rd last para - about ASOF alleged breach):
The current spat is probably just to hold off on meeting any of their commitments and make holders desperate enough to agree to the change in the terms of the notes. At that point MST and its holders are past the point of no return and the rope can be pulled further away and there is not a damned thing that MST or its holders can do about it. Certainly seems a big coincidence that they raise this dispute at exactly the time the voting papers for this notes change is being mailed. Besides, the SP needs to fall one last time and some extra drama might just get the VWAP to the right level in time for the vote. Why do these things always happen to MST ?

With regard to killing off MST - we all seem to agree (including on other recent threads) this is probably not the end game, as it would be too messy to get product to hopefully imminent markets in a timely fashion. I guess that means (in your parlance) we don't expect to see them 'shooting the cow after final milking'.

With regard to the alleged ASOF breach - we are still waiting an announcement on the details. I guess that means as events unfold (very shortly) around those details - we can then have a much clearer picture of whether your whole narrative is only plausible, or in fact is 'on the money'. In your parlance, the final rundown to come will demonstrate 'the final milking of the cow'.

From my perspective, I wish the Company could provide an announcement soon to (either directly or indirectly) counter your scenario, if indeed the facts support them doing that.

I hope some shareholders with more learned experience can provide further comment on this.