I'm actually beginning to wonder whether there needs to be a second curve overlaid across the top, primarily due to the issues with previous management. It's as if we're needing to interpret the news all over again, however the "orphan" period for the second curve may be shallower and/or more compressed than the first time around.
Either way, I'm in this for the foreseeable future, and the $500M MC (and resultant appreciation of the SP) suggested is looking more realistic by the day.
BGS Price at posting:
59.5¢ Sentiment: Buy Disclosure: Held