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Ok so who wins the game given all the visible parameters ?...

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    Ok so who wins the game given all the visible parameters ?

    fruitful ground/results (maybe positive) Vs management (probably negative / unlikely to turn positive)

    I mean that is the key question - if this was another time in another cycle you would dump these shares - will they be saved by the bell or is there better value out there?

    From day one I always felt these guys were a little too clever for this game - I still believe this .

    Where do the probabilities sit? Right now my subjective call is 55/45 but watching very closely.

 
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