wait till you hear him on a conference call… that’s the MOST confusing part of the whole HMD equation. What he says, what’s disclosed, what’s signed off on, what’s in the pipeline, who is actually contributing to the development etc…. All of it is at odds with what’s happening right now. Either he is high, or we are very early to a cracker of a party.
honestly, I am 100% sold on the idea and at EXACTLY the same time… 100% cautious. Cash on the barrelhead speaks much louder than all the hope in the world. Either dead right or dead wrong. Very puzzling stuff…. But with the big man of Medtech RW ultimately signing off on everything it just keeps the mind whirring off to all sorts of places…. I would feel more confident picking which delivery Warney was about to bowl than which way HMD will end up..
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