I listened to the Q&A call. As suspected, the disappointment of TE walking away is now being spun as a positive (they were too big; moving too slow; took too long to get announcements approved; we can now talk to others; etc). Of course it is going to be spun this way, because the alternative means DF and co no longer get to draw their salaries. So take any marketing spin with a huge pinch of salt, or risk doing your dough, again.
Go back and read all PRL’s past bullishness about TE being involved in the project, and compare that to “we’re
going at it alone” type statements being made today. Caveat emptor.
(PS: the funniest bit was that the first question on the call was some poor old chap who couldn’t work out why he wasn’t seeing any video… haha)
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