What is laughable is your Groundhog day whinging. Grow up and...

  1. ds
    7,131 Posts.
    What is laughable is your Groundhog day whinging. Grow up and take a teaspoon of cement and harden the #%$^#% up.

    I have always thought the company was guarded in what they said but GC was a glass full full CEO so many read much into his internation, enthusiasm and body language. The rest is pretty much our collective musings, breadcrumbs and linkedIn connections plus some very astute joining of dots and lots of other ones that went no where (so far).

    There have been half a dozen good deals - just not the ones people were hoping for.

    In theory I have lost plenty recently and there is only one person to blame - me, me and me. When I go through my self assessment I think about what I did not who to blame - I already know the answer to that.

    The only reason we are here with the SP instead of 7-12c is something to do with the largest shareholder - period. None of us had that information and we don't even know the facts yet - we are just guessing.

    DiaSource is boring but good. POC is still an area of interest but maybe not POC1. Cook is alive and well and in all sorts of internal trouble - some see that as good but I read that as bad (in the short term). Energy related fields are going forward. Blah blah blah.

    While we are talking expectations - I assume this quarterly will actually look BAD cause I assume the will write off a bunch of acquisition costs etc all stuff we know and only hits a single quarter but people here talk about revenue and EBIT so I hope they are genuinely thinking long term as that implies.

    ADO is positioning itself as a credible investment for small insto types - it will work in the long run but they have 2 monkeys on their back at the moment - 1 is in their control (Bergen) and they other is not (FC activity) but neither can directly affect the activities of the company - only the share price and only for a limited time.

    Used up my limit of posts already this month so maybe next month!
 
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