Care to share any specific details of your analysis of TTT?...

Care to share any specific details of your analysis of TTT? Unless you are privy to information the rest of us don't have, all we know is that negotiations and testing are ongoing. I wouldn't describe Calloway and Trek as having gone quiet when they weren't very vocal to begin with.

The only problem I have with waiting until proof of revenue is that by that stage you're probably going to pay a premium so have missed out on some profit, unless you're one of the few that got in at the right time. If you're convinced TTT aren't going anywhere, then it's pretty simple go with your instincts and don't buy any shares. Even if you're usually on the money, we're still talking about instincts and opinions.