I am just here to analyse the risk you are talking about.
How is my post rubbish? It is all data, numbers and macro conditions. All I am doing is just putting them together. If you are disagree, we can discuss together.
Agree with you, it is all about timing. That's also what I am trying to deliver and exchange knowledge with others on how to maximise your current cashflow before riding the next big wave considering if there is one, instead of lock and loaded waiting for miracle to happen. That is your own way of derisk, instead of overly relying the company announcement to derisk. Most importantly, the schedule of trials are all published and announced. There should be no surprise catalyst for the time being. So definitely looking towards the March 4C in relation to cost control and some insight on margin on Clarion if it is available. From there on, so that I can draw a comparison between the margin spreadsheet done by fellow reputable holders and the actual numbers. So bear with me on that one.
This is a place for exchange of knowledge and I appreciate your input here.
