OK, interesting information to note and thanks for sharing. Obviously I've not got the benefit of being privy to those conversations nor having attended CBME, I can only go on the announcements. I do appreciate the extra insights you're able to contribute both from your knowledge of the industry and your access to these events, please continue to share them.
Fully agree with your comments about the order for filling the shop, I would like more details too. You will note I didn't address your point (c) regarding stock in my response for this same reason, which as I say I shared your view.
As for their response to (f), you would hope that that's more of a case of not discussing profit margins out of school rather than a shrug of the shoulders. They may not have it signed off yet and therefore not comfortable discussing it with someone outside the company who could then post it to a public forum such as this.... In short, benefit of the doubt on this one from me.
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