what could go wrong?, page-112

I don't find your posts pleasant to read Neo, but I always read them with interest. I think you perhaps have weighted your reasoning a little overly to the negative. In fact, like Teddy, I was supposed to be holding many less at this point, but with no interest I haven't found any attractive opportunity to unload any. If the sp was in the 80's we would all be feeling more optimistic I think. It's the way of humans. As it is, I feel more like I'm betting a small fortune at Belmont in the 3rd, whatever that is. The jittery way Alchemia seems to get along that from year to year, and price collapse to price collapse doesn't help either.

So, I'm with you SSkim. I'm not going to over analyse it anymore. Generally speaking, the delay is good news. With solid results the premium might improve your risk/reward calcs Neo. Where's the Fonda figures by the way? we need those to calculate the failure cost.