Hi Danelli - I am a bit worried that it's structural as not only...

Hi Danelli - I am a bit worried that it's structural as not only is revenue delayed, but they also added accounts at a slower rate than PCP.... so tapering may be a lot earlier than I'd previously modeled. I've been distracted on other stocks but will hopefully get around to updating my model next week. I strip out revenue timing and look at current running rates as a base then run scenarios off that base.

I notice some analysts have reported - appears consensus TP has fallen from $2.73 to $2.53 (Thomson-Reuters) and from what I see low $2.02 and high $3.17. Not sure how many analysts are yet to update their numbers and whether consensus will fall further.

I still like CL1 ... and still being careful about when I jump back in.