Your dead right but don't you think the timing willing be perfect. 18 months ago the deal wouldn't be nearly as good, 12 months ago the instos hadn't had their fill and would not let it run, 6 months ago we would run from $1.80 to to $2.50, but now we will get a massive deal since the converters are competing with the auto guys and we could run from $3.10 to anyone's guess.
Who wants to predict what's first, quarterly or deal? Hard to say really but the teleconference may be a hint. I still wouldn't mind quarterly first then deal as if the deal comes first the quarterly won't get as much impact.
So my prediction is they know deal done by the end of the month, hence the need to bring the quarterly out early to get the full impact. Teleconference purely on how good we are now, then bang, if you thought that was good, how bright is our future.
By the way I like the LPD thing, I don't care if it pays off. But it is a sign that they are covering all their bases and are happy to have a punt. Just like us we have all been punters to a degree. With more cash behind us we can have bigger punts. I like that, I'm sure they won't go over their heads. The $2.9 mil is also a sign that while they are willing have a go, they are playing well within there means. Nice little play, I'm keen for a few more plays along the way. Even our biggest knockers are running out of puff and will soon be left to cry over what could have been if they weren't so proud to stick to their guns. Remind you of anyone?
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